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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 | $84,729 | $87,132-2.8% | $105,624-19.8% | $80,959+4.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -21.72% | 17.03%-38.8pp | 116.20%-137.9pp | 35.67%-57.4pp |
| Employer contribution / active EE | $8,886 | $2,397+270.7% | $3,168+180.5% | $2,757+222.3% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $18,985 | $8,449+124.7% | $10,961+73.2% | $6,925+174.1% |