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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 | $183,835 | $107,079+71.7% | $151,266+21.5% | $87,485+110.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 77.0%+23.0pp | 68.9%+31.1pp |
| Annual return | 12.89% | 22.17%-9.3pp | 180.60%-167.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $2,644 | $3,174-16.7% | $4,237-37.6% | $2,596+1.8% |
| Participant deferral / active EE | $3,983 | $5,789-31.2% | $7,337-45.7% | $4,274-6.8% |
| Admin fee / account holder | $4,845 | $8,059-39.9% | $13,159-63.2% | $7,775-37.7% |