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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 | $233,225 | $148,629+56.9% | $135,982+71.5% | $139,487+67.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 11.28% | 79.33%-68.0pp | 68.32%-57.0pp | 373.84%-362.6pp |
| Employer contribution / active EE | $1,163 | $5,247-77.8% | $4,859-76.1% | $4,755-75.5% |
| Participant deferral / active EE | $13,874 | $8,102+71.2% | $7,760+78.8% | $6,713+106.7% |
| Admin fee / account holder | $12,848 | $12,406+3.6% | $10,767+19.3% | $11,407+12.6% |