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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 | $78,988 | $166,268-52.5% | $165,100-52.2% | $145,897-45.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.39% | 100.52%-100.1pp | 70.21%-69.8pp | 552.29%-551.9pp |
| Employer contribution / active EE | $19,345 | $5,284+266.1% | $4,348+344.9% | $4,663+314.9% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,751 | $16,659+0.6% | $12,696+31.9% | $13,390+25.1% |