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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 | $219,209 | $184,014+19.1% | $161,149+36.0% | $138,895+57.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 0.59% | 21.52%-20.9pp | 21.16%-20.6pp | 145.39%-144.8pp |
| Employer contribution / active EE | $27,833 | $5,055+450.6% | $4,360+538.4% | $4,194+563.6% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14,661 | $18,027-18.7% | $15,194-3.5% | $12,562+16.7% |