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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 | $25,479 | $55,457-54.1% | $77,361-67.1% | $94,015-72.9% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 7.99% | 15.57%-7.6pp | 1011.54%-1003.5pp | 17.84%-9.9pp |
| Employer contribution / active EE | $1,424 | $2,255-36.8% | $2,990-52.4% | $2,790-48.9% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,740 | $4,334-13.7% | $5,894-36.5% | $8,951-58.2% |