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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 | $36,884 | $100,895-63.4% | $90,430-59.2% | $158,950-76.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -36.93% | 1725.54%-1762.5pp | 1293.73%-1330.7pp | 302.91%-339.8pp |
| Employer contribution / active EE | $4,545 | $3,689+23.2% | $3,262+39.3% | $4,762-4.6% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,226 | $6,505-65.8% | $5,613-60.3% | $11,248-80.2% |