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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 | $44,988 | $104,098-56.8% | $140,514-68.0% | $94,015-52.1% |
| Participation rate | 97.8% | 73.7%+24.1pp | 77.8%+20.0pp | 70.8%+27.0pp |
| Annual return | 0.61% | 15.14%-14.5pp | 14.36%-13.7pp | 17.84%-17.2pp |
| Employer contribution / active EE | $9,119 | $2,388+281.9% | $3,378+169.9% | $2,790+226.8% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,395 | $10,439-57.9% | $13,697-67.9% | $8,951-50.9% |