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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 | $105,873 | $102,422+3.4% | $147,117-28.0% | $80,959+30.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -6.14% | 135.16%-141.3pp | 420.54%-426.7pp | 35.67%-41.8pp |
| Employer contribution / active EE | $13,725 | $3,717+269.2% | $4,932+178.3% | $2,757+397.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,102 | $7,953+1.9% | $12,993-37.6% | $6,925+17.0% |