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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 | $77,825 | $176,794-56.0% | $146,647-46.9% | $167,553-53.6% |
| Participation rate | 93.8% | 83.6%+10.1pp | 80.1%+13.7pp | 82.1%+11.6pp |
| Annual return | 5.90% | 24.04%-18.1pp | 22.75%-16.8pp | 478.89%-473.0pp |
| Employer contribution / active EE | $6,250 | $5,161+21.1% | $4,137+51.1% | $4,840+29.1% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7,407 | $13,262-44.2% | $10,281-28.0% | $12,316-39.9% |