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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 | $121,091 | $138,385-12.5% | $184,243-34.3% | $80,925+49.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 8.27% | 20.02%-11.8pp | 28.82%-20.5pp | 35.65%-27.4pp |
| Employer contribution / active EE | $2,068 | $4,851-57.4% | $6,427-67.8% | $2,756-25.0% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $20,568 | $10,489+96.1% | $13,914+47.8% | $6,940+196.4% |