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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 | $147,587 | $121,701+21.3% | $104,639+41.0% | $158,982-7.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -4.00% | 465.72%-469.7pp | 340.67%-344.7pp | 302.99%-307.0pp |
| Employer contribution / active EE | $10,120 | $3,165+219.7% | $2,682+277.4% | $4,763+112.5% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,143 | $7,778-33.9% | $6,465-20.5% | $11,252-54.3% |