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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 | $24,544 | $148,629-83.5% | $135,982-82.0% | $139,487-82.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.90% | 79.33%-70.4pp | 68.32%-59.4pp | 373.84%-364.9pp |
| Employer contribution / active EE | $5,000 | $5,247-4.7% | $4,859+2.9% | $4,755+5.2% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,433 | $12,406-72.3% | $10,767-68.1% | $11,407-69.9% |