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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 | $63,250 | $201,344-68.6% | $184,243-65.7% | $145,877-56.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.37% | 29.01%-28.6pp | 28.82%-28.5pp | 551.28%-550.9pp |
| Employer contribution / active EE | $1,675 | $7,022-76.1% | $6,427-73.9% | $4,663-64.1% |
| Participant deferral / active EE | $1,039 | $9,807-89.4% | $9,132-88.6% | $6,691-84.5% |
| Admin fee / account holder | $2,160 | $16,382-86.8% | $13,914-84.5% | $13,402-83.9% |