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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 | $33,544 | $72,071-53.5% | $68,368-50.9% | $137,256-75.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.62% | 353.14%-344.5pp | 292.57%-284.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,174 | $4,410-5.4% | $4,123+1.2% | $6,407-34.9% |
| Admin fee / account holder | $1,425 | $5,336-73.3% | $5,150-72.3% | $12,270-88.4% |