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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,976 | $106,923-85.1% | $84,023-81.0% | $152,909-89.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 9.84% | 105.02%-95.2pp | 71.32%-61.5pp | 345.46%-335.6pp |
| Employer contribution / active EE | $1,498 | $2,735-45.2% | $1,984-24.5% | $4,764-68.6% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $635 | $8,289-92.3% | $6,102-89.6% | $11,601-94.5% |