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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 | $30,068 | $100,203-70.0% | $85,240-64.7% | $145,897-79.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -32.45% | 84.28%-116.7pp | 66.75%-99.2pp | 552.29%-584.7pp |
| Employer contribution / active EE | $3,847 | $3,242+18.7% | $2,735+40.6% | $4,663-17.5% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,675 | $7,265-63.2% | $6,165-56.6% | $13,390-80.0% |