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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 | $167,030-89.8% | $135,768-87.5% | $155,188-89.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 5.37% | 678.39%-673.0pp | 526.10%-520.7pp | 148.84%-143.5pp |
| Employer contribution / active EE | $71 | $4,132-98.3% | $3,394-97.9% | $4,248-98.3% |
| Participant deferral / active EE | $71 | $4,528-98.4% | $3,977-98.2% | $6,531-98.9% |
| Admin fee / account holder | $12,772 | $8,172+56.3% | $7,048+81.2% | $14,480-11.8% |