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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 | $80,264 | $80,983-0.9% | $96,544-16.9% | $75,177+6.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -14.74% | 27.05%-41.8pp | 25.88%-40.6pp | 160.75%-175.5pp |
| Employer contribution / active EE | $7,932 | $2,282+247.5% | $2,966+167.4% | $2,671+197.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,178 | $6,717-37.8% | $8,254-49.4% | $5,651-26.1% |