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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 | $211,239-73.2% | $178,528-68.3% | $145,877-61.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.58% | 30.22%-26.6pp | 27.11%-23.5pp | 551.28%-547.7pp |
| Employer contribution / active EE | $7,595 | $4,570+66.2% | $3,950+92.3% | $4,663+62.9% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $50,845 | $12,095+320.4% | $10,419+388.0% | $13,402+279.4% |