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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 | $239,753 | $138,075+73.6% | $123,552+94.1% | $135,379+77.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.76% | 153.70%-164.5pp | 119.20%-130.0pp | 519.79%-530.5pp |
| Employer contribution / active EE | $12,000 | $5,152+132.9% | $4,628+159.3% | $4,779+151.1% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,500 | $10,917-31.3% | $9,285-19.2% | $10,828-30.7% |