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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 | $88,627 | $117,846-24.8% | $102,434-13.5% | $145,884-39.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.46% | 31.90%-25.4pp | 29.46%-23.0pp | 551.85%-545.4pp |
| Employer contribution / active EE | $1,393 | $3,615-61.5% | $3,023-53.9% | $4,662-70.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $928 | $13,356-93.0% | $9,462-90.2% | $13,392-93.1% |