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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 | $63,145 | $152,619-58.6% | $125,195-49.6% | $152,909-58.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -19.78% | 54.85%-74.6pp | 43.79%-63.6pp | 345.46%-365.2pp |
| Employer contribution / active EE | $12,428 | $4,947+151.2% | $3,866+221.4% | $4,764+160.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,214 | $13,437-46.3% | $9,704-25.7% | $11,601-37.8% |