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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 | $195,037 | $209,336-6.8% | $197,124-1.1% | $137,256+42.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.19% | 48.09%-41.9pp | 44.34%-38.2pp | 220.34%-214.1pp |
| Employer contribution / active EE | $4,657 | $6,591-29.3% | $6,227-25.2% | $4,156+12.0% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $840 | $17,308-95.1% | $16,298-94.8% | $12,270-93.2% |