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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 | $37,167 | $82,678-55.0% | $125,391-70.4% | $68,490-45.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 21.96% | -5.97%+27.9pp | 572.41%-550.5pp | -7.85%+29.8pp |
| Employer contribution / active EE | $5,000 | $3,382+47.8% | $4,816+3.8% | $2,597+92.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,553 | $6,277-59.3% | $10,009-74.5% | $5,403-52.8% |