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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 | $33,118 | $99,343-66.7% | $84,751-60.9% | $273,968-87.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.17% | 22.93%-21.8pp | 22.78%-21.6pp | 41.45%-40.3pp |
| Employer contribution / active EE | $10,091 | $4,214+139.5% | $3,574+182.3% | $4,869+107.3% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,637 | $6,645-75.4% | $5,333-69.3% | $10,132-83.8% |