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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 | $41,124 | $96,691-57.5% | $86,656-52.5% | $139,487-70.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.43% | 106.87%-98.4pp | 593.09%-584.7pp | 373.84%-365.4pp |
| Employer contribution / active EE | $23,046 | $3,267+605.5% | $3,025+661.7% | $4,755+384.7% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,229 | $6,414-80.8% | $5,619-78.1% | $11,407-89.2% |