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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 | $70,121-46.4% | $63,803-41.1% | $138,895-72.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 9.59% | 946.48%-936.9pp | 543.72%-534.1pp | 145.39%-135.8pp |
| Employer contribution / active EE | $1,083 | $2,882-62.4% | $2,532-57.2% | $4,194-74.2% |
| Participant deferral / active EE | $4,972 | $4,535+9.6% | $3,843+29.4% | $6,396-22.3% |
| Admin fee / account holder | $10,475 | $6,738+55.5% | $5,196+101.6% | $12,562-16.6% |