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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 | $81,127 | $123,793-34.5% | $177,827-54.4% | $79,858+1.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 1.64% | 22.82%-21.2pp | 48.32%-46.7pp | 31.72%-30.1pp |
| Employer contribution / active EE | $1,923 | $4,095-53.0% | $5,918-67.5% | $2,471-22.2% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $988 | $7,243-86.4% | $12,429-92.1% | $5,306-81.4% |