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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 | $87,059-2.7% | $105,608-19.8% | $80,925+4.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -21.72% | 17.05%-38.8pp | 116.50%-138.2pp | 35.65%-57.4pp |
| Employer contribution / active EE | $8,886 | $2,396+270.8% | $3,167+180.6% | $2,756+222.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,985 | $8,443+124.9% | $11,028+72.1% | $6,940+173.6% |