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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 | $52,229 | $166,242-68.6% | $165,071-68.4% | $145,884-64.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -12.84% | 100.44%-113.3pp | 70.17%-83.0pp | 551.85%-564.7pp |
| Employer contribution / active EE | $8,333 | $5,283+57.7% | $4,347+91.7% | $4,662+78.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,853 | $16,658-70.9% | $12,695-61.8% | $13,392-63.8% |