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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 | $94,031+29.5% | $115,768+5.2% | $82,448+47.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | -5.20% | 20.61%-25.8pp | 100.46%-105.7pp | 41.64%-46.8pp |
| Employer contribution / active EE | $14,790 | $2,323+536.6% | $2,940+403.1% | $2,551+479.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,731 | $10,249+24.2% | $12,439+2.3% | $7,234+76.0% |