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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 | $71,620 | $111,814-35.9% | $103,374-30.7% | $145,959-50.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.51% | 24.77%-16.3pp | 24.89%-16.4pp | 561.95%-553.4pp |
| Employer contribution / active EE | $9,098 | $4,214+115.9% | $3,869+135.1% | $4,661+95.2% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,240 | $9,754-46.3% | $8,394-37.6% | $13,398-60.9% |