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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 | $38,899 | $69,977-44.4% | $108,582-64.2% | $62,881-38.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -3.83% | 10.73%-14.6pp | -51.70%+47.9pp | 20.14%-24.0pp |
| Employer contribution / active EE | $10,882 | $2,135+409.7% | $3,758+189.5% | $2,281+377.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,514 | $5,076-11.1% | $7,645-41.0% | $4,296+5.1% |