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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 | $86,919+41.1% | $102,457+19.7% | $80,911+51.6% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.6%+28.4pp |
| Annual return | 6.67% | 18.90%-12.2pp | 29.41%-22.7pp | 35.63%-29.0pp |
| Employer contribution / active EE | $10,295 | $2,368+334.7% | $3,022+240.7% | $2,756+273.6% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,310 | $8,049+40.5% | $9,451+19.7% | $6,935+63.1% |