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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 | $93,023 | $152,592-39.0% | $125,180-25.7% | $152,885-39.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 4.20% | 54.84%-50.6pp | 43.79%-39.6pp | 345.39%-341.2pp |
| Employer contribution / active EE | $10,125 | $4,947+104.7% | $3,866+161.9% | $4,763+112.6% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,406 | $13,435-59.8% | $9,703-44.3% | $11,598-53.4% |