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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 | $194,382 | $112,112+73.4% | $95,956+102.6% | $158,950+22.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -2.78% | 171.15%-173.9pp | 91.63%-94.4pp | 302.91%-305.7pp |
| Employer contribution / active EE | $25,845 | $3,199+708.0% | $2,541+917.1% | $4,762+442.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $32,364 | $10,134+219.4% | $6,797+376.2% | $11,248+187.7% |