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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 | $118,670 | $93,598+26.8% | $135,974-12.7% | $75,173+57.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -1.92% | 30.89%-32.8pp | 68.30%-70.2pp | 160.72%-162.6pp |
| Employer contribution / active EE | $13,208 | $3,538+273.3% | $4,859+171.8% | $2,671+394.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,252 | $6,978+3.9% | $10,767-32.6% | $5,651+28.3% |