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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 | $107,073 | $171,865-37.7% | $149,718-28.5% | $147,585-27.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -28.50% | 2113.29%-2141.8pp | 1501.67%-1530.2pp | 578.56%-607.1pp |
| Employer contribution / active EE | $27,613 | $6,275+340.0% | $5,445+407.1% | $4,876+466.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,193 | $13,799+10.1% | $11,283+34.7% | $10,885+39.6% |