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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 | $85,713 | $185,312-53.7% | $161,489-46.9% | $154,746-44.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.32% | 103.84%-97.5pp | 89.72%-83.4pp | 172.34%-166.0pp |
| Employer contribution / active EE | $3,619 | $4,769-24.1% | $4,268-15.2% | $4,379-17.4% |
| Participant deferral / active EE | $7,725 | $6,350+21.7% | $5,630+37.2% | $6,730+14.8% |
| Admin fee / account holder | $606,282 | $18,654+3150.1% | $16,006+3687.9% | $14,365+4120.5% |