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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 | $23,039 | $104,251-77.9% | $91,004-74.7% | $147,586-84.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | -5.63% | 27.06%-32.7pp | 4.60%-10.2pp | 578.59%-584.2pp |
| Employer contribution / active EE | $6,442 | $3,116+106.8% | $2,456+162.3% | $4,876+32.1% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $647 | $8,948-92.8% | $5,417-88.1% | $10,886-94.1% |