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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 | $126,016 | $106,247+18.6% | $96,515+30.6% | $139,466-9.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.64% | 38.47%-28.8pp | 35.73%-26.1pp | 373.66%-364.0pp |
| Employer contribution / active EE | $20,000 | $4,106+387.1% | $3,740+434.8% | $4,754+320.7% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $54,622 | $7,885+592.7% | $6,735+711.0% | $11,409+378.8% |