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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 | $32,972 | $99,011-66.7% | $86,582-61.9% | $147,586-77.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.39% | 1312.75%-1305.4pp | 965.08%-957.7pp | 578.59%-571.2pp |
| Employer contribution / active EE | $2,100 | $3,132-33.0% | $2,839-26.0% | $4,876-56.9% |
| Participant deferral / active EE | $2,100 | $3,972-47.1% | $3,609-41.8% | $5,439-61.4% |
| Admin fee / account holder | $952 | $5,709-83.3% | $4,904-80.6% | $10,886-91.3% |