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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 | $83,662 | $94,031-11.0% | $115,768-27.7% | $82,448+1.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | -3.66% | 20.61%-24.3pp | 100.46%-104.1pp | 41.64%-45.3pp |
| Employer contribution / active EE | $10,571 | $2,323+355.0% | $2,940+259.6% | $2,551+314.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,087 | $10,249+27.7% | $12,439+5.2% | $7,234+80.9% |