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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 | $61,622 | $126,519-51.3% | $106,201-42.0% | $145,959-57.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -1.73% | 225.10%-226.8pp | 116.26%-118.0pp | 561.95%-563.7pp |
| Employer contribution / active EE | $6,333 | $3,726+70.0% | $3,170+99.8% | $4,661+35.9% |
| Participant deferral / active EE | $2,901 | $5,716-49.2% | $5,012-42.1% | $6,689-56.6% |
| Admin fee / account holder | $1,009 | $17,312-94.2% | $11,039-90.9% | $13,398-92.5% |