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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 | $180,674 | $160,040+12.9% | $147,096+22.8% | $145,877+23.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -3.24% | 98.49%-101.7pp | 419.75%-423.0pp | 551.28%-554.5pp |
| Employer contribution / active EE | $2,759 | $5,289-47.8% | $4,936-44.1% | $4,663-40.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,301 | $15,050-64.8% | $13,005-59.2% | $13,402-60.4% |