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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 | $160,028-75.8% | $147,080-73.7% | $145,884-73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.04% | 98.60%-98.6pp | 420.17%-420.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,753 | $5,286-47.9% | $4,933-44.2% | $4,662-40.9% |
| Participant deferral / active EE | $8,755 | $8,422+4.0% | $8,066+8.5% | $6,690+30.9% |
| Admin fee / account holder | $1,133 | $15,030-92.5% | $12,989-91.3% | $13,392-91.5% |