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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 | $177,955 | $88,996+100.0% | $78,004+128.1% | $138,895+28.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 9.49% | 28.03%-18.5pp | 31.07%-21.6pp | 145.39%-135.9pp |
| Employer contribution / active EE | $714 | $2,917-75.5% | $2,469-71.1% | $4,194-83.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,424 | $8,807+7.0% | $7,578+24.4% | $12,562-25.0% |