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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 | $73,679 | $98,776-25.4% | $149,745-50.8% | $79,856-7.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 79.21% | 27.38%+51.8pp | 276.72%-197.5pp | 31.71%+47.5pp |
| Employer contribution / active EE | $4,678 | $3,217+45.4% | $4,646+0.7% | $2,471+89.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,725 | $6,053-55.0% | $9,312-70.7% | $5,306-48.6% |