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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 | $101,082 | $209,336-51.7% | $197,124-48.7% | $137,256-26.4% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 8.99% | 48.09%-39.1pp | 44.34%-35.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $27,879 | $6,591+323.0% | $6,227+347.7% | $4,156+570.8% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,021 | $17,308-82.5% | $16,298-81.5% | $12,270-75.4% |