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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 | $49,740 | $139,948-64.5% | $121,663-59.1% | $154,746-67.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | -39.17% | 230.52%-269.7pp | 147.54%-186.7pp | 172.34%-211.5pp |
| Employer contribution / active EE | $16,216 | $3,521+360.5% | $3,020+436.9% | $4,379+270.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,168 | $17,321-41.3% | $14,289-28.8% | $14,365-29.2% |