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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 | $43,574 | $96,419-54.8% | $80,648-46.0% | $139,487-68.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -38.17% | 1352.86%-1391.0pp | 937.21%-975.4pp | 373.84%-412.0pp |
| Employer contribution / active EE | $3,900 | $3,261+19.6% | $2,724+43.2% | $4,755-18.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,082 | $6,605+7.2% | $5,382+31.6% | $11,407-37.9% |