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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 | $98,523 | $138,114-28.7% | $125,391-21.4% | $134,545-26.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.17% | 750.88%-763.1pp | 572.41%-584.6pp | 418.37%-430.5pp |
| Employer contribution / active EE | $1,292 | $5,246-75.4% | $4,816-73.2% | $4,742-72.8% |
| Participant deferral / active EE | $1,071 | $7,801-86.3% | $7,448-85.6% | $6,401-83.3% |
| Admin fee / account holder | $2,503 | $11,570-78.4% | $10,009-75.0% | $11,431-78.1% |