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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 | $78,577 | $59,819+31.4% | $79,583-1.3% | $68,490+14.7% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.5%+28.6pp | 67.9%+30.2pp |
| Annual return | -22.05% | -12.30%-9.7pp | 0.16%-22.2pp | -7.85%-14.2pp |
| Employer contribution / active EE | $19,792 | $1,505+1214.8% | $2,414+720.0% | $2,597+662.2% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,502 | $4,835+117.2% | $6,835+53.6% | $5,403+94.4% |