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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 | $54,659 | $58,493-6.6% | $84,023-34.9% | $72,976-25.1% |
| Participation rate | 80.0% | 61.2%+18.8pp | 69.0%+11.0pp | 69.5%+10.5pp |
| Annual return | -15.94% | 28.93%-44.9pp | 71.32%-87.3pp | 81.02%-97.0pp |
| Employer contribution / active EE | $11,543 | $1,163+892.5% | $1,984+481.8% | $2,440+373.1% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,391 | $4,569-25.8% | $6,102-44.4% | $5,124-33.8% |