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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 | $209,637 | $150,435+39.4% | $120,580+73.9% | $145,897+43.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 7.98% | 154.60%-146.6pp | 107.48%-99.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $6,582 | $4,352+51.2% | $3,469+89.7% | $4,663+41.2% |
| Participant deferral / active EE | $1,855 | $6,174-70.0% | $4,995-62.9% | $6,689-72.3% |
| Admin fee / account holder | $130,625 | $12,182+972.3% | $9,418+1286.9% | $13,390+875.5% |