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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 | $28,042 | $47,848-41.4% | $81,473-65.6% | $70,126-60.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | -27.94% | 27.25%-55.2pp | 38.78%-66.7pp | 73.15%-101.1pp |
| Employer contribution / active EE | $3,370 | $1,527+120.7% | $2,568+31.2% | $2,343+43.9% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,406 | $3,145-23.5% | $4,561-47.3% | $4,645-48.2% |