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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,387 | $86,949+0.5% | $102,460-14.7% | $80,959+7.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -10.35% | 18.89%-29.2pp | 29.47%-39.8pp | 35.67%-46.0pp |
| Employer contribution / active EE | $16,525 | $2,370+597.4% | $3,025+446.3% | $2,757+499.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,109 | $8,048+0.8% | $9,460-14.3% | $6,925+17.1% |