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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 | $168,784 | $211,946-20.4% | $169,452-0.4% | $135,379+24.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 18.68% | 3.26%+15.4pp | 1.83%+16.8pp | 519.79%-501.1pp |
| Employer contribution / active EE | $37,500 | $5,117+632.9% | $4,157+802.1% | $4,779+684.7% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,117 | $11,472-38.0% | $9,110-21.9% | $10,828-34.3% |