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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 | $157,516 | $81,208+94.0% | $98,920+59.2% | $79,856+97.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -0.31% | 60.99%-61.3pp | 196.47%-196.8pp | 31.71%-32.0pp |
| Employer contribution / active EE | $12,478 | $1,960+536.7% | $2,689+364.0% | $2,471+404.9% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,771 | $6,013+12.6% | $6,643+1.9% | $5,306+27.6% |