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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 | $99,688 | $96,731+3.1% | $123,973-19.6% | $86,983+14.6% |
| Participation rate | 94.4% | 70.0%+24.4pp | 76.7%+17.8pp | 69.5%+24.9pp |
| Annual return | 4.68% | 17.33%-12.6pp | 388.13%-383.4pp | 25.83%-21.2pp |
| Employer contribution / active EE | $15,000 | $3,297+355.0% | $4,126+263.6% | $2,584+480.4% |
| Participant deferral / active EE | $7,611 | $4,152+83.3% | $5,247+45.1% | $4,194+81.5% |
| Admin fee / account holder | $29,784 | $8,722+241.5% | $11,799+152.4% | $7,856+279.1% |