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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 | $50,554-49.6% | $67,681-62.4% | $87,485-70.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 7.99% | 17.81%-9.8pp | 590.58%-582.6pp | 26.06%-18.1pp |
| Employer contribution / active EE | $1,424 | $1,988-28.4% | $2,678-46.8% | $2,596-45.1% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,740 | $4,132-9.5% | $6,100-38.7% | $7,775-51.9% |