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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 | $97,550-53.9% | $120,344-62.6% | $87,485-48.6% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.7%+21.1pp | 68.9%+28.8pp |
| Annual return | 0.61% | 18.41%-17.8pp | 20.30%-19.7pp | 26.06%-25.4pp |
| Employer contribution / active EE | $9,119 | $2,291+298.1% | $3,020+202.0% | $2,596+251.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,395 | $9,543-53.9% | $12,742-65.5% | $7,775-43.5% |