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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 | $33,813 | $88,754-61.9% | $81,820-58.7% | $145,877-76.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.54% | 1031.77%-1023.2pp | 777.93%-769.4pp | 551.28%-542.7pp |
| Employer contribution / active EE | $2,703 | $3,085-12.4% | $2,915-7.3% | $4,663-42.0% |
| Participant deferral / active EE | $2,703 | $4,648-41.8% | $4,323-37.5% | $6,691-59.6% |
| Admin fee / account holder | $14,648 | $8,424+73.9% | $7,391+98.2% | $13,402+9.3% |