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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 | $80,087 | $106,749-25.0% | $145,433-44.9% | $82,448-2.9% |
| Participation rate | 94.9% | 75.6%+19.3pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 0.75% | 27.59%-26.8pp | 66.58%-65.8pp | 41.64%-40.9pp |
| Employer contribution / active EE | $2,541 | $3,444-26.2% | $4,554-44.2% | $2,551-0.4% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,456 | $8,390-35.0% | $13,129-58.4% | $7,234-24.6% |