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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 | $76,444 | $171,867-55.5% | $149,721-48.9% | $147,586-48.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.59% | 2113.36%-2104.8pp | 1501.67%-1493.1pp | 578.59%-570.0pp |
| Employer contribution / active EE | $11,176 | $6,275+78.1% | $5,444+105.3% | $4,876+129.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,952 | $13,799-78.6% | $11,282-73.8% | $10,886-72.9% |