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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 | $122,608 | $124,425-1.5% | $112,040+9.4% | $137,256-10.7% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | -1.86% | 24.72%-26.6pp | 24.52%-26.4pp | 220.34%-222.2pp |
| Employer contribution / active EE | $11,508 | $3,411+237.3% | $2,954+289.6% | $4,156+176.9% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,452 | $15,207-37.8% | $12,098-21.9% | $12,270-23.0% |