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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 | $124,373 | $106,749+16.5% | $145,433-14.5% | $82,448+50.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -5.24% | 27.59%-32.8pp | 66.58%-71.8pp | 41.64%-46.9pp |
| Employer contribution / active EE | $11,470 | $3,444+233.0% | $4,554+151.8% | $2,551+349.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,402 | $8,390+35.9% | $13,129-13.2% | $7,234+57.6% |