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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 | $183,916 | $183,9880% | $162,177+13.4% | $152,897+20.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 4.43% | 150.79%-146.4pp | 115.60%-111.2pp | 345.43%-341.0pp |
| Employer contribution / active EE | $5,182 | $6,370-18.7% | $5,613-7.7% | $4,764+8.8% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,655 | $13,123-87.4% | $10,843-84.7% | $11,599-85.7% |