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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 | $64,829 | $93,117-30.4% | $77,096-15.9% | $134,532-51.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -34.42% | 62.67%-97.1pp | 42.35%-76.8pp | 418.27%-452.7pp |
| Employer contribution / active EE | $5,816 | $3,420+70.0% | $2,814+106.6% | $4,741+22.7% |
| Participant deferral / active EE | $15,579 | $5,241+197.2% | $4,429+251.7% | $6,401+143.4% |
| Admin fee / account holder | $1,023 | $6,948-85.3% | $5,428-81.2% | $11,429-91.1% |