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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 | $150,197+39.6% | $120,368+74.2% | $145,959+43.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.98% | 154.26%-146.3pp | 107.26%-99.3pp | 561.95%-554.0pp |
| Employer contribution / active EE | $6,582 | $4,350+51.3% | $3,465+90.0% | $4,661+41.2% |
| Participant deferral / active EE | $1,855 | $6,174-70.0% | $4,991-62.8% | $6,689-72.3% |
| Admin fee / account holder | $130,625 | $12,216+969.3% | $9,429+1285.4% | $13,398+875.0% |