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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 | $132,099-62.3% | $115,599-57.0% | $138,895-64.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | -39.17% | 176.76%-215.9pp | 111.10%-150.3pp | 145.39%-184.6pp |
| Employer contribution / active EE | $16,216 | $3,416+374.7% | $2,955+448.7% | $4,194+286.6% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,168 | $15,650-35.0% | $12,841-20.8% | $12,562-19.1% |