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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 | $117,054 | $104,251+12.3% | $91,004+28.6% | $147,586-20.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.83% | 27.06%-26.2pp | 4.60%-3.8pp | 578.59%-577.8pp |
| Employer contribution / active EE | $19,229 | $3,116+517.2% | $2,456+683.0% | $4,876+294.3% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $24,105 | $8,948+169.4% | $5,417+344.9% | $10,886+121.4% |