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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 | $196,972-46.7% | $182,262-42.4% | $198,609-47.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -29.98% | 158.27%-188.3pp | 140.60%-170.6pp | 202.70%-232.7pp |
| Employer contribution / active EE | $55,995 | $5,364+944.0% | $5,046+1009.7% | $5,055+1007.6% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $45,928 | $18,429+149.2% | $16,712+174.8% | $19,030+141.3% |