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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 | $194,935 | $226,090-13.8% | $182,531+6.8% | $152,885+27.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.97% | 192.57%-175.6pp | 148.57%-131.6pp | 345.39%-328.4pp |
| Employer contribution / active EE | $37,500 | $4,978+653.3% | $4,075+820.2% | $4,763+687.3% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,000 | $10,705+40.1% | $8,593+74.6% | $11,598+29.3% |