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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 | $23,852 | $99,345-76.0% | $84,753-71.9% | $273,972-91.3% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | -49.77% | 22.93%-72.7pp | 22.78%-72.6pp | 41.46%-91.2pp |
| Employer contribution / active EE | $9,294 | $4,214+120.6% | $3,574+160.0% | $4,869+90.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,818 | $6,645-42.5% | $5,333-28.4% | $10,133-62.3% |