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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 | $29,007 | $157,304-81.6% | $141,197-79.5% | $152,909-81.0% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.5%+13.0pp |
| Annual return | -18.56% | 64.34%-82.9pp | 71.41%-90.0pp | 345.46%-364.0pp |
| Employer contribution / active EE | $2,940 | $5,263-44.1% | $4,736-37.9% | $4,764-38.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,659 | $12,126-86.3% | $10,265-83.8% | $11,601-85.7% |