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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 | $241,510 | $183,539+31.6% | $155,556+55.3% | $145,897+65.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.93% | 61.31%-55.4pp | 64.84%-58.9pp | 552.29%-546.4pp |
| Employer contribution / active EE | $7,143 | $5,315+34.4% | $4,675+52.8% | $4,663+53.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,647 | $19,275-60.3% | $15,885-51.9% | $13,390-42.9% |