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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 | $24,427 | $116,203-79.0% | $93,621-73.9% | $152,909-84.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | -12.99% | 35.96%-49.0pp | 32.76%-45.7pp | 345.46%-358.5pp |
| Employer contribution / active EE | $2,097 | $3,219-34.9% | $2,719-22.9% | $4,764-56.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,375 | $10,751-87.2% | $7,890-82.6% | $11,601-88.1% |