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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 | $147,543 | $183,539-19.6% | $155,556-5.2% | $145,897+1.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.56% | 61.31%-53.7pp | 64.84%-57.3pp | 552.29%-544.7pp |
| Employer contribution / active EE | $10,000 | $5,315+88.1% | $4,675+113.9% | $4,663+114.5% |
| Participant deferral / active EE | $30,000 | $6,467+363.9% | $5,631+432.8% | $6,689+348.5% |
| Admin fee / account holder | $1,273 | $19,275-93.4% | $15,885-92.0% | $13,390-90.5% |