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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 | $89,259+11.7% | $107,187-7.0% | $82,637+20.6% |
| Participation rate | 94.4% | 67.9%+26.5pp | 75.0%+19.4pp | 68.1%+26.4pp |
| Annual return | 4.68% | 21.02%-16.3pp | 204.55%-199.9pp | 53.51%-48.8pp |
| Employer contribution / active EE | $15,000 | $3,080+387.0% | $3,782+296.6% | $2,552+487.7% |
| Participant deferral / active EE | $7,611 | $4,037+88.5% | $5,096+49.4% | $4,126+84.5% |
| Admin fee / account holder | $29,784 | $7,381+303.5% | $9,162+225.1% | $7,339+305.8% |