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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,611 | $274,636-37.1% | $247,190-30.2% | $254,510-32.2% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.2%+84.8pp | 43.0%+57.0pp |
| Annual return | 7.37% | 7.44%-0.1pp | 7.87%-0.5pp | 259.14%-251.8pp |
| Employer contribution / active EE | $32,378 | $36,975-12.4% | $31,784+1.9% | $41,471-21.9% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $11,118 | $288,252-96.1% | $240,514-95.4% | $21,546-48.4% |