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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 | $55,987 | $125,797-55.5% | $170,043-67.1% | $75,173-25.5% |
| Participation rate | 82.9% | 83.6%-0.7pp | 87.0%-4.1pp | 67.2%+15.7pp |
| Annual return | -8.31% | 27.20%-35.5pp | 53.40%-61.7pp | 160.72%-169.0pp |
| Employer contribution / active EE | $1,714 | $4,616-62.9% | $6,790-74.8% | $2,671-35.8% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $487 | $8,177-94.0% | $12,824-96.2% | $5,651-91.4% |