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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 | $91,588 | $150,447-39.1% | $136,298-32.8% | $147,586-37.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.47% | 1049.15%-1043.7pp | 5156.27%-5150.8pp | 578.59%-573.1pp |
| Employer contribution / active EE | $9,407 | $5,256+79.0% | $4,696+100.3% | $4,876+92.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $188,835 | $10,906+1631.5% | $9,244+1942.8% | $10,886+1634.7% |