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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 | $102,107 | $102,385-0.3% | $147,080-30.6% | $80,935+26.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -5.12% | 135.09%-140.2pp | 420.17%-425.3pp | 35.66%-40.8pp |
| Employer contribution / active EE | $9,190 | $3,717+147.3% | $4,933+86.3% | $2,757+233.4% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,099 | $7,951-48.5% | $12,989-68.4% | $6,924-40.8% |