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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 | $74,950 | $71,230+5.2% | $93,727-20.0% | $80,959-7.4% |
| Participation rate | 82.5% | 60.4%+22.1pp | 68.7%+13.7pp | 67.7%+14.8pp |
| Annual return | -8.91% | 11.26%-20.2pp | 133.83%-142.7pp | 35.67%-44.6pp |
| Employer contribution / active EE | $10,174 | $1,565+550.0% | $2,421+320.2% | $2,757+269.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,123 | $6,961+16.7% | $8,292-2.0% | $6,925+17.3% |