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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 | $24,252 | $46,534-47.9% | $64,097-62.2% | $75,177-67.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.79% | 26.07%-15.3pp | 33.75%-23.0pp | 160.75%-150.0pp |
| Employer contribution / active EE | $1,219 | $1,976-38.3% | $2,750-55.7% | $2,671-54.4% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $433 | $2,957-85.4% | $3,070-85.9% | $5,651-92.3% |