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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 | $232,485 | $95,383+143.7% | $185,837+25.1% | $85,856+170.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.70% | 23.59%-12.9pp | 122.08%-111.4pp | 318.58%-307.9pp |
| Employer contribution / active EE | $7,657 | $3,313+131.1% | $5,168+48.2% | $2,565+198.5% |
| Participant deferral / active EE | $6,654 | $3,423+94.4% | $5,568+19.5% | $3,952+68.4% |
| Admin fee / account holder | $61,273 | $7,213+749.5% | $16,241+277.3% | $6,261+878.7% |