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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 | $37,039 | $96,956-61.8% | $69,779-46.9% | $273,972-86.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | -15.21% | 12.93%-28.1pp | 12.99%-28.2pp | 41.46%-56.7pp |
| Employer contribution / active EE | $11,806 | $3,316+256.1% | $2,338+404.9% | $4,869+142.5% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,160 | $7,934+65.9% | $4,381+200.4% | $10,133+29.9% |