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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 | $189,233 | $167,352+13.1% | $143,788+31.6% | $134,509+40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.19% | 0.47%-22.7pp | -0.03%-22.2pp | 418.13%-440.3pp |
| Employer contribution / active EE | $14,323 | $5,620+154.9% | $4,952+189.3% | $4,741+202.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,667 | $18,091-85.3% | $14,675-81.8% | $11,427-76.7% |