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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 | $138,789 | $109,359+26.9% | $162,185-14.4% | $72,976+90.2% |
| Participation rate | 97.8% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.3pp |
| Annual return | 15.78% | 25.46%-9.7pp | 115.61%-99.8pp | 81.02%-65.2pp |
| Employer contribution / active EE | $1,550 | $3,907-60.3% | $5,613-72.4% | $2,440-36.5% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,343 | $7,972-45.5% | $10,844-59.9% | $5,124-15.2% |