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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 | $174,625 | $87,132+100.4% | $105,624+65.3% | $80,959+115.7% |
| Participation rate | 89.6% | 70.4%+19.2pp | 75.3%+14.3pp | 67.7%+21.9pp |
| Annual return | -5.32% | 17.03%-22.3pp | 116.20%-121.5pp | 35.67%-41.0pp |
| Employer contribution / active EE | $17,749 | $2,397+640.5% | $3,168+460.3% | $2,757+543.7% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,502 | $8,449+12.5% | $10,961-13.3% | $6,925+37.2% |