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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 | $101,399 | $165,351-38.7% | $149,710-32.3% | $158,931-36.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.43% | 348.19%-341.8pp | 276.63%-270.2pp | 302.86%-296.4pp |
| Employer contribution / active EE | $1,358 | $5,103-73.4% | $4,645-70.8% | $4,761-71.5% |
| Participant deferral / active EE | $1,329 | $7,181-81.5% | $6,842-80.6% | $5,982-77.8% |
| Admin fee / account holder | $14,829 | $10,807+37.2% | $9,309+59.3% | $11,247+31.9% |