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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 | $161,515 | $98,776+63.5% | $149,745+7.9% | $79,856+102.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -1.75% | 27.38%-29.1pp | 276.72%-278.5pp | 31.71%-33.5pp |
| Employer contribution / active EE | $15,909 | $3,217+394.5% | $4,646+242.4% | $2,471+543.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $16,664 | $6,053+175.3% | $9,312+79.0% | $5,306+214.0% |