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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 | $46,554 | $159,978-70.9% | $147,041-68.3% | $145,978-68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.20% | 98.36%-89.2pp | 419.21%-410.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $3,750 | $5,288-29.1% | $4,935-24.0% | $4,662-19.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $553 | $15,053-96.3% | $13,006-95.7% | $13,400-95.9% |