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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 | $86,919+0.5% | $102,457-14.7% | $80,911+8.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -10.35% | 18.90%-29.2pp | 29.41%-39.8pp | 35.63%-46.0pp |
| Employer contribution / active EE | $16,525 | $2,368+597.8% | $3,022+446.8% | $2,756+499.7% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,109 | $8,049+0.7% | $9,451-14.2% | $6,935+16.9% |