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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 | $29,897 | $154,209-80.6% | $130,062-77.0% | $139,487-78.6% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | -14.54% | 32.52%-47.1pp | -137.37%+122.8pp | 373.84%-388.4pp |
| Employer contribution / active EE | $9,123 | $5,292+72.4% | $4,322+111.1% | $4,755+91.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,843 | $13,988-43.9% | $10,601-26.0% | $11,407-31.2% |