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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 | $181,501 | $79,961+127.0% | $98,462+84.3% | $75,177+141.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 8.13% | 19.75%-11.6pp | 21.17%-13.0pp | 160.75%-152.6pp |
| Employer contribution / active EE | $16,557 | $2,264+631.2% | $3,049+443.1% | $2,671+519.8% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,856 | $6,842+58.7% | $8,875+22.3% | $5,651+92.1% |