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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 | $45,083 | $115,814-61.1% | $101,275-55.5% | $158,982-71.6% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 5.18% | 56.16%-51.0pp | 46.48%-41.3pp | 302.99%-297.8pp |
| Employer contribution / active EE | $11,297 | $4,176+170.5% | $3,660+208.7% | $4,763+137.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,738 | $7,249-48.4% | $5,948-37.2% | $11,252-66.8% |