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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 | $172,622 | $202,345-14.7% | $172,755-0.1% | $152,885+12.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.66% | 1029.77%-1026.1pp | 802.94%-799.3pp | 345.39%-341.7pp |
| Employer contribution / active EE | $4,432 | $5,858-24.3% | $5,144-13.8% | $4,763-7.0% |
| Participant deferral / active EE | $3,199 | $5,948-46.2% | $5,198-38.5% | $5,851-45.3% |
| Admin fee / account holder | $22,872 | $17,111+33.7% | $13,955+63.9% | $11,598+97.2% |