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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 | $32,936 | $217,432-84.9% | $185,849-82.3% | $167,536-80.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.03% | 148.42%-146.4pp | 122.10%-120.1pp | 478.82%-476.8pp |
| Employer contribution / active EE | $6,300 | $5,875+7.2% | $5,169+21.9% | $4,839+30.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,500 | $19,818-87.4% | $16,244-84.6% | $12,315-79.7% |