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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 | $102,393+3.4% | $147,041-28.0% | $80,911+30.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -6.14% | 134.95%-141.1pp | 419.21%-425.4pp | 35.63%-41.8pp |
| Employer contribution / active EE | $13,725 | $3,715+269.4% | $4,935+178.1% | $2,756+398.1% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,102 | $7,943+2.0% | $13,006-37.7% | $6,935+16.8% |