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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 | $22,222 | $148,582-85.0% | $135,942-83.7% | $139,456-84.1% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | -3.17% | 79.26%-82.4pp | 68.28%-71.4pp | 373.45%-376.6pp |
| Employer contribution / active EE | $2,778 | $5,245-47.0% | $4,858-42.8% | $4,753-41.6% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,231 | $12,402-90.1% | $10,764-88.6% | $11,407-89.2% |