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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 | $164,904 | $239,571-31.2% | $183,328-10.1% | $137,256+20.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 9.88% | 35.69%-25.8pp | 29.67%-19.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $4,003 | $6,148-34.9% | $5,055-20.8% | $4,156-3.7% |
| Participant deferral / active EE | $27,118 | $7,995+239.2% | $6,795+299.1% | $6,407+323.3% |
| Admin fee / account holder | $13,590 | $30,059-54.8% | $21,427-36.6% | $12,270+10.8% |