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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 | $149,637 | $202,342-26.0% | $172,752-13.4% | $152,897-2.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.12% | 1029.83%-1022.7pp | 802.97%-795.9pp | 345.43%-338.3pp |
| Employer contribution / active EE | $3,333 | $5,858-43.1% | $5,144-35.2% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,114 | $17,111-93.5% | $13,955-92.0% | $11,599-90.4% |