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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 | $50,186 | $209,425-76.0% | $178,499-71.9% | $158,966-68.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -4.19% | 188.80%-193.0pp | 151.10%-155.3pp | 302.95%-307.1pp |
| Employer contribution / active EE | $4,313 | $5,707-24.4% | $5,011-13.9% | $4,762-9.4% |
| Participant deferral / active EE | $2,778 | $5,955-53.4% | $5,202-46.6% | $5,983-53.6% |
| Admin fee / account holder | $879 | $17,078-94.9% | $13,986-93.7% | $11,250-92.2% |