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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 | $96,268+91.0% | $143,412+28.2% | $86,983+111.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 78.5%+21.5pp | 69.5%+30.5pp |
| Annual return | 12.89% | 25.47%-12.6pp | 256.99%-244.1pp | 25.83%-12.9pp |
| Employer contribution / active EE | $2,644 | $3,080-14.2% | $3,748-29.5% | $2,584+2.3% |
| Participant deferral / active EE | $3,983 | $6,001-33.6% | $6,816-41.6% | $4,194-5.0% |
| Admin fee / account holder | $4,845 | $7,778-37.7% | $11,396-57.5% | $7,856-38.3% |