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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 | $201,370-68.6% | $184,256-65.7% | $145,897-56.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.37% | 29.05%-28.7pp | 28.85%-28.5pp | 552.29%-551.9pp |
| Employer contribution / active EE | $1,675 | $7,024-76.1% | $6,427-73.9% | $4,663-64.1% |
| Participant deferral / active EE | $1,039 | $9,808-89.4% | $9,133-88.6% | $6,689-84.5% |
| Admin fee / account holder | $2,160 | $16,364-86.8% | $13,899-84.5% | $13,390-83.9% |