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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 | $59,142 | $101,798-41.9% | $165,071-64.2% | $80,935-26.9% |
| Participation rate | 96.3% | 71.8%+24.5pp | 78.6%+17.7pp | 67.7%+28.6pp |
| Annual return | 2.36% | 16.73%-14.4pp | 70.17%-67.8pp | 35.66%-33.3pp |
| Employer contribution / active EE | $12,407 | $2,954+320.0% | $4,347+185.4% | $2,757+350.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,763 | $8,221-42.1% | $12,695-62.5% | $6,924-31.2% |