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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 | $132,997 | $181,896-26.9% | $156,551-15.0% | $273,972-51.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.50% | 30.74%-29.2pp | 32.23%-30.7pp | 41.46%-40.0pp |
| Employer contribution / active EE | $18,837 | $6,248+201.5% | $5,501+242.4% | $4,869+286.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,950 | $15,560-68.2% | $13,028-62.0% | $10,133-51.1% |