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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 | $236,122 | $150,446+56.9% | $136,297+73.2% | $147,585+60.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -0.20% | 1049.14%-1049.3pp | 5156.19%-5156.4pp | 578.58%-578.8pp |
| Employer contribution / active EE | $3,750 | $5,256-28.7% | $4,696-20.1% | $4,876-23.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,294 | $10,906+12.7% | $9,244+33.0% | $10,886+12.9% |