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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 | $178,174+23.0% | $156,181+40.4% | $137,256+59.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 0.59% | 84.19%-83.6pp | 64.87%-64.3pp | 220.34%-219.7pp |
| Employer contribution / active EE | $27,833 | $4,972+459.8% | $4,294+548.2% | $4,156+569.7% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,661 | $17,404-15.8% | $14,586+0.5% | $12,270+19.5% |