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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 | $126,113-5.2% | $116,096+2.9% | $155,188-23.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | -79.00% | 391.72%-470.7pp | 326.25%-405.2pp | 148.84%-227.8pp |
| Employer contribution / active EE | $590 | $2,672-77.9% | $2,503-76.4% | $4,248-86.1% |
| Participant deferral / active EE | $462 | $4,162-88.9% | $3,952-88.3% | $6,531-92.9% |
| Admin fee / account holder | $6,131 | $8,045-23.8% | $7,704-20.4% | $14,480-57.7% |