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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 | $43,839 | $100,060-56.2% | $149,721-70.7% | $70,126-37.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.63% | 27.46%-15.8pp | 1501.67%-1490.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $4,085 | $3,661+11.6% | $5,444-25.0% | $2,343+74.4% |
| Participant deferral / active EE | $2,147 | $4,982-56.9% | $6,568-67.3% | $3,332-35.5% |
| Admin fee / account holder | $1,995 | $8,285-75.9% | $11,282-82.3% | $4,645-57.0% |