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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 | $60,496 | $73,787-18.0% | $98,716-38.7% | $82,448-26.6% |
| Participation rate | 91.3% | 61.4%+29.9pp | 69.3%+22.0pp | 68.1%+23.2pp |
| Annual return | -2.86% | 18.57%-21.4pp | 31.81%-34.7pp | 41.64%-44.5pp |
| Employer contribution / active EE | $5,435 | $1,511+259.6% | $2,279+138.5% | $2,551+113.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,758 | $6,500+34.7% | $8,703+0.6% | $7,234+21.1% |