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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 | $70,942 | $105,158-32.5% | $94,672-25.1% | $139,487-49.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | -0.59% | 38.11%-38.7pp | 156.89%-157.5pp | 373.84%-374.4pp |
| Employer contribution / active EE | $13,139 | $4,107+219.9% | $3,673+257.7% | $4,755+176.3% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,389 | $8,972-51.1% | $7,222-39.2% | $11,407-61.5% |