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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 | $102,938+16.1% | $94,105+27.0% | $138,895-14.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | -79.00% | 250.28%-329.3pp | 204.55%-283.6pp | 145.39%-224.4pp |
| Employer contribution / active EE | $590 | $2,732-78.4% | $2,504-76.4% | $4,194-85.9% |
| Participant deferral / active EE | $462 | $4,196-89.0% | $3,881-88.1% | $6,396-92.8% |
| Admin fee / account holder | $6,131 | $6,600-7.1% | $6,199-1.1% | $12,562-51.2% |