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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 | $95,453-52.9% | $112,040-59.8% | $82,448-45.4% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.5%+21.3pp | 68.1%+29.7pp |
| Annual return | 0.61% | 23.92%-23.3pp | 24.52%-23.9pp | 41.64%-41.0pp |
| Employer contribution / active EE | $9,119 | $2,318+293.5% | $2,954+208.7% | $2,551+257.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,395 | $9,013-51.2% | $12,098-63.7% | $7,234-39.2% |