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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 | $16,990 | $154,754-89.0% | $124,206-86.3% | $138,895-87.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 5.37% | 709.28%-703.9pp | 515.27%-509.9pp | 145.39%-140.0pp |
| Employer contribution / active EE | $71 | $4,446-98.4% | $3,540-98.0% | $4,194-98.3% |
| Participant deferral / active EE | $71 | $4,621-98.5% | $3,968-98.2% | $6,396-98.9% |
| Admin fee / account holder | $12,772 | $6,690+90.9% | $5,929+115.4% | $12,562+1.7% |