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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 | $121,781 | $97,648+24.7% | $121,663+0.1% | $87,485+39.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | -5.20% | 18.03%-23.2pp | 147.54%-152.7pp | 26.06%-31.3pp |
| Employer contribution / active EE | $14,790 | $2,300+542.9% | $3,020+389.7% | $2,596+469.7% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $12,731 | $11,100+14.7% | $14,289-10.9% | $7,775+63.7% |