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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 | $54,870 | $201,372-72.8% | $184,260-70.2% | $145,884-62.4% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.4pp |
| Annual return | 2.78% | 29.04%-26.3pp | 28.84%-26.1pp | 551.85%-549.1pp |
| Employer contribution / active EE | $7,698 | $7,024+9.6% | $6,427+19.8% | $4,662+65.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,157 | $16,362-80.7% | $13,898-77.3% | $13,392-76.4% |