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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 | $113,316 | $176,120-35.7% | $159,487-28.9% | $167,553-32.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.60% | 331.95%-319.3pp | 263.71%-251.1pp | 478.89%-466.3pp |
| Employer contribution / active EE | $1,264 | $5,299-76.1% | $4,831-73.8% | $4,840-73.9% |
| Participant deferral / active EE | $1,071 | $7,752-86.2% | $7,354-85.4% | $6,343-83.1% |
| Admin fee / account holder | $2,349 | $12,561-81.3% | $10,804-78.3% | $12,316-80.9% |