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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.)
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 | $51,282 | $106,008-51.6% | $92,240-44.4% | $147,586-65.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.69% | 50.05%-39.4pp | 176.29%-165.6pp | 578.59%-567.9pp |
| Employer contribution / active EE | $3,167 | $4,333-26.9% | $3,680-13.9% | $4,876-35.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,671 | $6,333-73.6% | $5,194-67.8% | $10,886-84.6% |