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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 | $87,465 | $176,786-50.5% | $146,643-40.4% | $167,536-47.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 1.13% | 24.04%-22.9pp | 22.75%-21.6pp | 478.82%-477.7pp |
| Employer contribution / active EE | $10,510 | $5,161+103.6% | $4,137+154.1% | $4,839+117.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,242 | $13,262-22.8% | $10,280-0.4% | $12,315-16.8% |