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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 | $77,220 | $105,210-26.6% | $159,487-51.6% | $85,851-10.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.19% | 45.08%-30.9pp | 263.71%-249.5pp | 318.63%-304.4pp |
| Employer contribution / active EE | $5,910 | $3,319+78.1% | $4,831+22.3% | $2,565+130.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,195 | $6,934-68.3% | $10,804-79.7% | $6,261-64.9% |