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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 | $96,731+89.8% | $123,973+48.1% | $86,983+111.1% |
| Participation rate | 94.9% | 70.0%+24.9pp | 76.7%+18.3pp | 69.5%+25.4pp |
| Annual return | 10.42% | 17.33%-6.9pp | 388.13%-377.7pp | 25.83%-15.4pp |
| Employer contribution / active EE | $15,254 | $3,297+362.7% | $4,126+269.7% | $2,584+490.2% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,848 | $8,722-44.4% | $11,799-58.9% | $7,856-38.3% |