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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 | $47,479-46.3% | $62,929-59.5% | $82,448-69.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 7.99% | 20.34%-12.3pp | 1063.93%-1055.9pp | 41.64%-33.6pp |
| Employer contribution / active EE | $1,424 | $1,885-24.4% | $2,505-43.1% | $2,551-44.2% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,740 | $3,804-1.7% | $5,065-26.2% | $7,234-48.3% |