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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 | $42,530 | $114,119-62.7% | $107,187-60.3% | $138,895-69.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 0.98% | 273.21%-272.2pp | 204.55%-203.6pp | 145.39%-144.4pp |
| Employer contribution / active EE | $5,295 | $4,059+30.5% | $3,782+40.0% | $4,194+26.2% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,351 | $10,024-76.5% | $9,162-74.3% | $12,562-81.3% |