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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 | $22,354 | $63,082-64.6% | $81,716-72.6% | $79,852-72.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 1.32% | 22.66%-21.3pp | 29.49%-28.2pp | 31.72%-30.4pp |
| Employer contribution / active EE | $787 | $1,795-56.1% | $4,310-81.7% | $2,471-68.1% |
| Participant deferral / active EE | $1,773 | $2,780-36.2% | $7,108-75.1% | $3,740-52.6% |
| Admin fee / account holder | $518 | $4,428-88.3% | $5,159-90.0% | $5,306-90.2% |