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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 | $28,002 | $109,344-74.4% | $89,400-68.7% | $158,950-82.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -3.16% | 345.73%-348.9pp | 245.64%-248.8pp | 302.91%-306.1pp |
| Employer contribution / active EE | $331 | $3,170-89.6% | $2,586-87.2% | $4,762-93.0% |
| Participant deferral / active EE | $202 | $4,599-95.6% | $3,890-94.8% | $5,983-96.6% |
| Admin fee / account holder | $5,986 | $6,154-2.7% | $4,882+22.6% | $11,248-46.8% |