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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 | $150,346+39.4% | $120,524+73.9% | $145,877+43.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.98% | 154.40%-146.4pp | 107.36%-99.4pp | 551.28%-543.3pp |
| Employer contribution / active EE | $6,582 | $4,353+51.2% | $3,469+89.7% | $4,663+41.2% |
| Participant deferral / active EE | $1,855 | $6,172-70.0% | $4,994-62.9% | $6,691-72.3% |
| Admin fee / account holder | $130,625 | $12,215+969.3% | $9,440+1283.8% | $13,402+874.7% |