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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 | $68,736 | $196,972-65.1% | $182,262-62.3% | $198,609-65.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.67% | 158.27%-148.6pp | 140.60%-130.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $5,078 | $5,364-5.3% | $5,046+0.6% | $5,055+0.5% |
| Participant deferral / active EE | $3,296 | $8,643-61.9% | $8,276-60.2% | $6,977-52.8% |
| Admin fee / account holder | $54,757 | $18,429+197.1% | $16,712+227.7% | $19,030+187.7% |