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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 | $65,723 | $90,607-27.5% | $79,467-17.3% | $135,380-51.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -21.79% | 977.74%-999.5pp | 718.30%-740.1pp | 519.81%-541.6pp |
| Employer contribution / active EE | $4,528 | $3,068+47.6% | $2,800+61.7% | $4,779-5.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,664 | $5,895-54.8% | $5,104-47.8% | $10,828-75.4% |