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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 | $247,367 | $213,785+15.7% | $185,441+33.4% | $155,188+59.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 4.19% | 19.97%-15.8pp | 20.16%-16.0pp | 148.84%-144.6pp |
| Employer contribution / active EE | $6,956 | $5,393+29.0% | $4,672+48.9% | $4,248+63.8% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $78,391 | $21,134+270.9% | $17,890+338.2% | $14,480+441.4% |