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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 | $78,929 | $107,353-26.5% | $92,903-15.0% | $152,885-48.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 8.94% | 145.62%-136.7pp | 109.43%-100.5pp | 345.39%-336.4pp |
| Employer contribution / active EE | $14,973 | $4,222+254.7% | $3,653+309.9% | $4,763+214.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,948 | $7,081-16.0% | $5,795+2.6% | $11,598-48.7% |