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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 | $56,645 | $211,224-73.2% | $178,505-68.3% | $145,897-61.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.58% | 30.28%-26.7pp | 27.16%-23.6pp | 552.29%-548.7pp |
| Employer contribution / active EE | $7,595 | $4,577+65.9% | $3,955+92.0% | $4,663+62.9% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $50,845 | $12,109+319.9% | $10,428+387.6% | $13,390+279.7% |