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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 | $119,518 | $101,618+17.6% | $93,063+28.4% | $137,256-12.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -79.00% | 223.95%-302.9pp | 34.15%-113.2pp | 220.34%-299.3pp |
| Employer contribution / active EE | $590 | $2,707-78.2% | $2,476-76.2% | $4,156-85.8% |
| Participant deferral / active EE | $462 | $4,279-89.2% | $3,958-88.3% | $6,407-92.8% |
| Admin fee / account holder | $6,131 | $6,198-1.1% | $6,033+1.6% | $12,270-50.0% |