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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 | $38,657 | $160,040-75.8% | $147,096-73.7% | $145,877-73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.04% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.2pp |
| Employer contribution / active EE | $2,753 | $5,289-47.9% | $4,936-44.2% | $4,663-41.0% |
| Participant deferral / active EE | $8,755 | $8,429+3.9% | $8,071+8.5% | $6,691+30.9% |
| Admin fee / account holder | $1,133 | $15,050-92.5% | $13,005-91.3% | $13,402-91.5% |