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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 | $104,982 | $162,136-35.3% | $152,301-31.1% | $154,746-32.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -29.98% | 91.02%-121.0pp | 80.50%-110.5pp | 172.34%-202.3pp |
| Employer contribution / active EE | $55,995 | $4,890+1045.0% | $4,624+1110.8% | $4,379+1178.7% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $45,928 | $15,759+191.4% | $14,398+219.0% | $14,365+219.7% |