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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 | $52,634 | $95,453-44.9% | $112,040-53.0% | $82,448-36.2% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.5%+20.5pp | 68.1%+28.9pp |
| Annual return | 4.60% | 23.92%-19.3pp | 24.52%-19.9pp | 41.64%-37.0pp |
| Employer contribution / active EE | $2,218 | $2,318-4.3% | $2,954-24.9% | $2,551-13.0% |
| Participant deferral / active EE | $1,852 | $4,224-56.1% | $5,098-63.7% | $4,139-55.3% |
| Admin fee / account holder | $4,758 | $9,013-47.2% | $12,098-60.7% | $7,234-34.2% |