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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 | $86,582 | $99,031-12.6% | $86,5970% | $147,585-41.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.36% | 1312.56%-1306.2pp | 964.96%-958.6pp | 578.57%-572.2pp |
| Employer contribution / active EE | $3,980 | $3,132+27.1% | $2,840+40.2% | $4,876-18.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,412 | $5,711-57.8% | $4,906-50.8% | $10,885-77.8% |