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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 | $160,028-6.3% | $147,080+1.9% | $145,884+2.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.01% | 98.60%-94.6pp | 420.17%-416.2pp | 551.85%-547.8pp |
| Employer contribution / active EE | $26,087 | $5,286+393.5% | $4,933+428.8% | $4,662+459.5% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,604 | $15,030-42.8% | $12,989-33.8% | $13,392-35.8% |