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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 | $38,701 | $85,766-54.9% | $136,297-71.6% | $70,124-44.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 3.80% | 31.45%-27.7pp | 5156.19%-5152.4pp | 73.14%-69.3pp |
| Employer contribution / active EE | $4,000 | $2,966+34.9% | $4,696-14.8% | $2,342+70.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,022 | $5,420-81.1% | $9,244-88.9% | $4,645-78.0% |