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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 | $134,946 | $118,467+13.9% | $98,450+37.1% | $139,456-3.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.79% | 18.95%-13.2pp | 21.16%-15.4pp | 373.45%-367.7pp |
| Employer contribution / active EE | $15,854 | $3,611+339.1% | $3,049+420.0% | $4,753+233.6% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,739-100.0% | $6,711-100.0% |
| Admin fee / account holder | $32,208 | $14,057+129.1% | $8,961+259.4% | $11,407+182.4% |