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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 | $165,316 | $72,486+128.1% | $87,103+89.8% | $72,976+126.5% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.9pp | 69.5%+28.2pp |
| Annual return | 1.53% | 24.46%-22.9pp | 28.19%-26.7pp | 81.02%-79.5pp |
| Employer contribution / active EE | $24,914 | $1,894+1215.5% | $2,521+888.1% | $2,440+921.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $20,201 | $5,055+299.7% | $7,491+169.7% | $5,124+294.2% |