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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 | $128,131 | $125,237+2.3% | $105,608+21.3% | $145,877-12.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -11.26% | 225.76%-237.0pp | 116.50%-127.8pp | 551.28%-562.5pp |
| Employer contribution / active EE | $5,975 | $3,720+60.6% | $3,167+88.6% | $4,663+28.1% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,103 | $17,287-82.0% | $11,028-71.9% | $13,402-76.8% |