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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 | $122,670 | $86,949+41.1% | $102,460+19.7% | $80,959+51.5% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.7%+28.3pp |
| Annual return | 6.67% | 18.89%-12.2pp | 29.47%-22.8pp | 35.67%-29.0pp |
| Employer contribution / active EE | $10,295 | $2,370+334.5% | $3,025+240.3% | $2,757+273.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,310 | $8,048+40.5% | $9,460+19.6% | $6,925+63.3% |