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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 | $88,672+107.1% | $105,223+74.5% | $82,448+122.7% |
| Participation rate | 94.9% | 67.9%+27.0pp | 75.0%+19.9pp | 68.1%+26.8pp |
| Annual return | 10.42% | 30.86%-20.4pp | 180.65%-170.2pp | 41.64%-31.2pp |
| Employer contribution / active EE | $15,254 | $3,048+400.5% | $3,689+313.6% | $2,551+498.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,848 | $7,146-32.2% | $8,859-45.3% | $7,234-33.0% |