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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 | $76,834-21.3% | $108,359-44.2% | $87,485-30.8% |
| Participation rate | 91.3% | 61.7%+29.6pp | 70.1%+21.2pp | 68.9%+22.4pp |
| Annual return | -2.86% | 19.09%-21.9pp | 36.89%-39.8pp | 26.06%-28.9pp |
| Employer contribution / active EE | $5,435 | $1,556+249.2% | $2,399+126.5% | $2,596+109.3% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,758 | $6,537+34.0% | $9,741-10.1% | $7,775+12.6% |