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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 | $194,834 | $185,312+5.1% | $161,489+20.6% | $154,746+25.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -19.68% | 103.84%-123.5pp | 89.72%-109.4pp | 172.34%-192.0pp |
| Employer contribution / active EE | $16,567 | $4,769+247.4% | $4,268+288.1% | $4,379+278.3% |
| Participant deferral / active EE | $1,694 | $6,350-73.3% | $5,630-69.9% | $6,730-74.8% |
| Admin fee / account holder | $2,534 | $18,654-86.4% | $16,006-84.2% | $14,365-82.4% |