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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 | $119,178 | $157,296-24.2% | $141,191-15.6% | $152,897-22.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.50% | 64.34%-49.8pp | 71.41%-56.9pp | 345.43%-330.9pp |
| Employer contribution / active EE | $39,000 | $5,262+641.1% | $4,736+723.5% | $4,764+718.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,333 | $12,125-89.0% | $10,264-87.0% | $11,599-88.5% |