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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 | $37,576 | $68,097-44.8% | $62,929-40.3% | $137,256-72.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.59% | 1859.11%-1849.5pp | 1063.93%-1054.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,083 | $2,811-61.5% | $2,505-56.8% | $4,156-73.9% |
| Participant deferral / active EE | $4,972 | $4,553+9.2% | $3,888+27.9% | $6,407-22.4% |
| Admin fee / account holder | $10,475 | $6,521+60.6% | $5,065+106.8% | $12,270-14.6% |