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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 | $94,622 | $106,749-11.4% | $145,433-34.9% | $82,448+14.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.74% | 27.59%-15.9pp | 66.58%-54.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $6,589 | $3,444+91.3% | $4,554+44.7% | $2,551+158.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,171 | $8,390-2.6% | $13,129-37.8% | $7,234+13.0% |