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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 | $24,843 | $59,813-58.5% | $79,580-68.8% | $68,486-63.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -2.25% | -12.30%+10.0pp | 0.15%-2.4pp | -7.85%+5.6pp |
| Employer contribution / active EE | $2,643 | $1,505+75.6% | $2,413+9.5% | $2,597+1.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,296 | $4,835-73.2% | $6,835-81.0% | $5,404-76.0% |