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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 | $69,008 | $131,835-47.7% | $108,582-36.4% | $273,972-74.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -3.23% | -91.57%+88.3pp | -51.70%+48.5pp | 41.46%-44.7pp |
| Employer contribution / active EE | $2,820 | $4,913-42.6% | $3,758-25.0% | $4,869-42.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,303 | $10,253-38.5% | $7,645-17.6% | $10,133-37.8% |