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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 | $118,409 | $88,707+33.5% | $74,184+59.6% | $273,972-56.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -7.62% | 11.94%-19.6pp | 17.74%-25.4pp | 41.46%-49.1pp |
| Employer contribution / active EE | $11,306 | $3,159+257.8% | $2,370+377.0% | $4,869+132.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $28,411 | $8,717+225.9% | $5,586+408.7% | $10,133+180.4% |