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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 | $183,636 | $93,345+96.7% | $119,126+54.2% | $87,485+109.9% |
| Participation rate | 94.9% | 68.7%+26.2pp | 75.8%+19.2pp | 68.9%+26.0pp |
| Annual return | 10.42% | 19.08%-8.7pp | 282.11%-271.7pp | 26.06%-15.6pp |
| Employer contribution / active EE | $15,254 | $3,172+381.0% | $4,034+278.2% | $2,596+487.6% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,848 | $8,039-39.7% | $10,693-54.7% | $7,775-37.6% |