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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 | $98,758 | $144,130-31.5% | $117,861-16.2% | $147,586-33.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -6.84% | 531.20%-538.0pp | 335.11%-341.9pp | 578.59%-585.4pp |
| Employer contribution / active EE | $14,570 | $4,897+197.5% | $3,786+284.8% | $4,876+198.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,725 | $10,887+7.7% | $8,021+46.2% | $10,886+7.7% |