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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 | $53,473 | $103,392-48.3% | $87,104-38.6% | $152,897-65.0% |
| Participation rate | 95.7% | 79.4%+16.3pp | 76.9%+18.8pp | 82.5%+13.2pp |
| Annual return | -7.45% | 28.10%-35.6pp | 28.19%-35.6pp | 345.43%-352.9pp |
| Employer contribution / active EE | $8,391 | $3,221+160.5% | $2,521+232.8% | $4,764+76.2% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,852 | $12,194-52.0% | $7,491-21.9% | $11,599-49.5% |