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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 | $139,428 | $117,846+18.3% | $102,434+36.1% | $145,884-4.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | -11.72% | 31.90%-43.6pp | 29.46%-41.2pp | 551.85%-563.6pp |
| Employer contribution / active EE | $18,724 | $3,615+418.0% | $3,023+519.3% | $4,662+301.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,162 | $13,356-61.3% | $9,462-45.4% | $13,392-61.5% |