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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 | $210,835 | $115,814+82.0% | $101,275+108.2% | $158,982+32.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.27% | 56.16%-48.9pp | 46.48%-39.2pp | 302.99%-295.7pp |
| Employer contribution / active EE | $23,836 | $4,176+470.8% | $3,660+551.2% | $4,763+400.4% |
| Participant deferral / active EE | $19,503 | $4,958+293.3% | $4,371+346.2% | $5,983+225.9% |
| Admin fee / account holder | $10,333 | $7,249+42.6% | $5,948+73.7% | $11,252-8.2% |