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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 | $230,311 | $121,701+89.2% | $104,639+120.1% | $158,982+44.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -11.13% | 465.72%-476.9pp | 340.67%-351.8pp | 302.99%-314.1pp |
| Employer contribution / active EE | $2,022 | $3,165-36.1% | $2,682-24.6% | $4,763-57.6% |
| Participant deferral / active EE | $20,500 | $4,176+390.9% | $3,738+448.4% | $5,983+242.6% |
| Admin fee / account holder | $4,193 | $7,778-46.1% | $6,465-35.2% | $11,252-62.7% |