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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 | $74,670 | $124,425-40.0% | $112,040-33.4% | $137,256-45.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -19.27% | 24.72%-44.0pp | 24.52%-43.8pp | 220.34%-239.6pp |
| Employer contribution / active EE | $14,932 | $3,411+337.7% | $2,954+405.5% | $4,156+259.3% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,266 | $15,207-6.2% | $12,098+17.9% | $12,270+16.3% |