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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 | $124,119 | $209,425-40.7% | $178,499-30.5% | $158,966-21.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.86% | 188.80%-183.9pp | 151.10%-146.2pp | 302.95%-298.1pp |
| Employer contribution / active EE | $7,408 | $5,707+29.8% | $5,011+47.8% | $4,762+55.6% |
| Participant deferral / active EE | $3,880 | $5,955-34.9% | $5,202-25.4% | $5,983-35.2% |
| Admin fee / account holder | $11,460 | $17,078-32.9% | $13,986-18.1% | $11,250+1.9% |