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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 | $52,242 | $52,279-0.1% | $89,400-41.6% | $79,858-34.6% |
| Participation rate | 85.7% | 57.5%+28.2pp | 68.0%+17.7pp | 69.6%+16.1pp |
| Annual return | -0.42% | 22.16%-22.6pp | 245.64%-246.1pp | 31.72%-32.1pp |
| Employer contribution / active EE | $3,179 | $1,572+102.3% | $2,586+22.9% | $2,471+28.6% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,297 | $3,356+177.0% | $4,882+90.4% | $5,306+75.2% |