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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 | $44,756 | $199,109-77.5% | $173,730-74.2% | $154,746-71.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.81% | 20.02%-8.2pp | 19.96%-8.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,317 | $5,311-75.2% | $4,577-71.2% | $4,379-69.9% |
| Participant deferral / active EE | $1,699 | $7,113-76.1% | $6,326-73.1% | $6,730-74.8% |
| Admin fee / account holder | $1,089 | $20,916-94.8% | $17,523-93.8% | $14,365-92.4% |