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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 | $68,204 | $184,000-62.9% | $162,185-57.9% | $152,909-55.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -22.88% | 150.80%-173.7pp | 115.61%-138.5pp | 345.46%-368.3pp |
| Employer contribution / active EE | $47,841 | $6,370+651.0% | $5,613+752.3% | $4,764+904.3% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,775 | $13,124-40.8% | $10,844-28.3% | $11,601-33.0% |