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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 | $93,898 | $148,629-36.8% | $135,982-30.9% | $139,487-32.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.94% | 79.33%-62.4pp | 68.32%-51.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $1,520 | $5,247-71.0% | $4,859-68.7% | $4,755-68.0% |
| Participant deferral / active EE | $1,250 | $8,102-84.6% | $7,760-83.9% | $6,713-81.4% |
| Admin fee / account holder | $34,515 | $12,406+178.2% | $10,767+220.6% | $11,407+202.6% |