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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 | $193,921 | $157,304+23.3% | $141,197+37.3% | $152,909+26.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.49% | 64.34%-50.9pp | 71.41%-57.9pp | 345.46%-332.0pp |
| Employer contribution / active EE | $3,718 | $5,263-29.4% | $4,736-21.5% | $4,764-22.0% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $6,370 | $12,126-47.5% | $10,265-37.9% | $11,601-45.1% |