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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 | $106,864-11.5% | $147,318-35.8% | $82,637+14.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.74% | 27.49%-15.8pp | 70.43%-58.7pp | 53.51%-41.8pp |
| Employer contribution / active EE | $6,589 | $3,417+92.9% | $4,593+43.5% | $2,552+158.2% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,171 | $8,415-2.9% | $13,708-40.4% | $7,339+11.3% |