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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 | $149,874 | $160,070-6.4% | $147,117+1.9% | $145,897+2.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.01% | 98.69%-94.7pp | 420.54%-416.5pp | 552.29%-548.3pp |
| Employer contribution / active EE | $26,087 | $5,285+393.6% | $4,932+428.9% | $4,663+459.5% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,604 | $15,035-42.8% | $12,993-33.8% | $13,390-35.7% |