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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 | $40,587 | $46,599-12.9% | $64,101-36.7% | $75,173-46.0% |
| Participation rate | 71.9% | 65.9%+5.9pp | 72.3%-0.4pp | 67.2%+4.7pp |
| Annual return | 1.68% | 26.06%-24.4pp | 33.72%-32.0pp | 160.72%-159.0pp |
| Employer contribution / active EE | $674 | $1,975-65.9% | $2,749-75.5% | $2,671-74.8% |
| Participant deferral / active EE | $3,895 | $2,837+37.3% | $3,881+0.4% | $4,126-5.6% |
| Admin fee / account holder | $424 | $2,956-85.7% | $3,070-86.2% | $5,651-92.5% |