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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 | $195,786 | $165,381+18.4% | $149,730+30.8% | $158,966+23.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.92% | 348.29%-347.4pp | 276.70%-275.8pp | 302.95%-302.0pp |
| Employer contribution / active EE | $18,750 | $5,104+267.3% | $4,645+303.6% | $4,762+293.7% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,365 | $10,809+5.1% | $9,310+22.1% | $11,250+1.0% |