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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 | $154,285 | $209,422-26.3% | $178,503-13.6% | $158,982-3.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.86% | 188.81%-181.9pp | 151.12%-144.3pp | 302.99%-296.1pp |
| Employer contribution / active EE | $26,000 | $5,707+355.6% | $5,011+418.8% | $4,763+445.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,718 | $17,079-78.2% | $13,987-73.4% | $11,252-67.0% |