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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 | $38,974 | $106,749-63.5% | $145,433-73.2% | $82,448-52.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 1.01% | 27.59%-26.6pp | 66.58%-65.6pp | 41.64%-40.6pp |
| Employer contribution / active EE | $2,727 | $3,444-20.8% | $4,554-40.1% | $2,551+6.9% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,521 | $8,390-81.9% | $13,129-88.4% | $7,234-79.0% |