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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 | $154,254 | $81,208+89.9% | $98,920+55.9% | $79,856+93.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 6.05% | 60.99%-54.9pp | 196.47%-190.4pp | 31.71%-25.7pp |
| Employer contribution / active EE | $18,057 | $1,960+821.4% | $2,689+571.4% | $2,471+630.7% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,729 | $6,013-4.7% | $6,643-13.8% | $5,306+8.0% |