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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 | $83,792 | $71,057+17.9% | $93,654-10.5% | $80,874+3.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | -1.08% | 11.26%-12.3pp | 133.34%-134.4pp | 35.62%-36.7pp |
| Employer contribution / active EE | $5,862 | $1,564+274.8% | $2,421+142.1% | $2,756+112.7% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,050 | $6,944-41.7% | $8,282-51.1% | $6,935-41.6% |