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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 | $69,066 | $157,276-56.1% | $141,177-51.1% | $152,885-54.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -5.89% | 64.33%-70.2pp | 71.40%-77.3pp | 345.39%-351.3pp |
| Employer contribution / active EE | $11,927 | $5,262+126.7% | $4,736+151.9% | $4,763+150.4% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,145 | $12,123-24.6% | $10,263-10.9% | $11,598-21.1% |