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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 | $191,299 | $202,440-5.5% | $169,390+12.9% | $139,466+37.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 8.46% | 532.36%-523.9pp | 406.07%-397.6pp | 373.66%-365.2pp |
| Employer contribution / active EE | $18,750 | $4,693+299.5% | $4,013+367.3% | $4,754+294.4% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $33,333 | $10,722+210.9% | $9,015+269.8% | $11,409+192.2% |