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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 | $125,190-50.8% | $105,624-41.7% | $145,897-57.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -1.73% | 225.22%-227.0pp | 116.20%-117.9pp | 552.29%-554.0pp |
| Employer contribution / active EE | $6,333 | $3,720+70.2% | $3,168+99.9% | $4,663+35.8% |
| Participant deferral / active EE | $2,901 | $5,716-49.3% | $5,013-42.1% | $6,689-56.6% |
| Admin fee / account holder | $1,009 | $17,138-94.1% | $10,961-90.8% | $13,390-92.5% |