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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 | $27,507 | $124,330-77.9% | $109,173-74.8% | $167,536-83.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -21.17% | 26.04%-47.2pp | 25.75%-46.9pp | 478.82%-500.0pp |
| Employer contribution / active EE | $899 | $4,209-78.6% | $3,723-75.9% | $4,839-81.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,210 | $7,974+3.0% | $6,755+21.5% | $12,315-33.3% |