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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 | $61,359 | $176,786-65.3% | $146,643-58.2% | $167,536-63.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -16.08% | 24.04%-40.1pp | 22.75%-38.8pp | 478.82%-494.9pp |
| Employer contribution / active EE | $11,213 | $5,161+117.3% | $4,137+171.1% | $4,839+131.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,304 | $13,262-37.4% | $10,280-19.2% | $12,315-32.6% |