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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 | $43,387 | $89,370-51.5% | $141,197-69.3% | $72,976-40.5% |
| Participation rate | 91.2% | 75.1%+16.0pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 159.73% | 111.88%+47.9pp | 71.41%+88.3pp | 81.02%+78.7pp |
| Employer contribution / active EE | $1,029 | $3,115-67.0% | $4,736-78.3% | $2,440-57.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $613 | $5,957-89.7% | $10,265-94.0% | $5,124-88.0% |