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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 | $43,459 | $100,203-56.6% | $85,240-49.0% | $145,897-70.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -28.60% | 84.28%-112.9pp | 66.75%-95.4pp | 552.29%-580.9pp |
| Employer contribution / active EE | $23,217 | $3,242+616.2% | $2,735+748.8% | $4,663+397.9% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,501 | $7,265-10.5% | $6,165+5.5% | $13,390-51.5% |