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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 | $36,118 | $80,992-55.4% | $96,534-62.6% | $75,173-52.0% |
| Participation rate | 88.1% | 71.8%+16.3pp | 76.0%+12.1pp | 67.2%+20.9pp |
| Annual return | -13.67% | 27.05%-40.7pp | 25.88%-39.5pp | 160.72%-174.4pp |
| Employer contribution / active EE | $9,553 | $2,283+318.5% | $2,965+222.1% | $2,671+257.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,474 | $6,717-33.4% | $8,253-45.8% | $5,651-20.8% |