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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 | $105,339 | $183,978-42.7% | $162,171-35.0% | $152,885-31.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 4.13% | 150.78%-146.6pp | 115.60%-111.5pp | 345.39%-341.3pp |
| Employer contribution / active EE | $5,070 | $6,370-20.4% | $5,613-9.7% | $4,763+6.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,477 | $13,122+48.4% | $10,843+79.6% | $11,598+67.9% |