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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 | $240,235 | $175,257+37.1% | $149,717+60.5% | $139,456+72.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.46% | 166.70%-162.2pp | 134.41%-129.9pp | 373.45%-369.0pp |
| Employer contribution / active EE | $4,441 | $5,477-18.9% | $4,820-7.9% | $4,753-6.6% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $25,055 | $16,156+55.1% | $13,213+89.6% | $11,407+119.6% |