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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 | $114,522 | $99,079+15.6% | $78,002+46.8% | $273,972-58.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 0.67% | 217.93%-217.3pp | 425.99%-425.3pp | 41.46%-40.8pp |
| Employer contribution / active EE | $26,391 | $3,308+697.9% | $2,470+968.4% | $4,869+442.1% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,181 | $8,954+80.7% | $5,481+195.2% | $10,133+59.7% |