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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 | $23,671 | $93,124-74.6% | $77,100-69.3% | $134,545-82.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -76.55% | 62.68%-139.2pp | 42.35%-118.9pp | 418.37%-494.9pp |
| Employer contribution / active EE | $38,183 | $3,421+1016.1% | $2,815+1256.5% | $4,742+705.3% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,685 | $6,970-32.8% | $5,443-13.9% | $11,431-59.0% |