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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 | $238,050 | $92,219+158.1% | $76,768+210.1% | $135,379+75.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.45% | 5.46%-8.9pp | 2.43%-5.9pp | 519.79%-523.2pp |
| Employer contribution / active EE | $10,680 | $3,216+232.1% | $2,485+329.7% | $4,779+123.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,000 | $10,749-81.4% | $6,675-70.0% | $10,828-81.5% |