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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 | $8,469 | $49,891-83.0% | $80,607-89.5% | $75,181-88.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | -60.60% | 34.67%-95.3pp | 936.11%-996.7pp | 160.69%-221.3pp |
| Employer contribution / active EE | $2,152 | $1,698+26.7% | $2,724-21.0% | $2,671-19.4% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,261 | $3,578-64.7% | $5,379-76.6% | $5,650-77.7% |