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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 | $113,875 | $56,200+102.6% | $67,653+68.3% | $59,633+91.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.86% | 18506.71%-18509.6pp | 6625.22%-6628.1pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $8,476 | $1,615+424.9% | $2,266+274.1% | $2,203+284.8% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,333 | $3,959+135.8% | $4,821+93.6% | $4,297+117.2% |