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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 | $204,259 | $105,210+94.1% | $159,487+28.1% | $85,851+137.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.35% | 45.08%-32.7pp | 263.71%-251.4pp | 318.63%-306.3pp |
| Employer contribution / active EE | $22,323 | $3,319+572.5% | $4,831+362.0% | $2,565+770.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,190 | $6,934+18.1% | $10,804-24.2% | $6,261+30.8% |