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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 | $47,899 | $72,071-33.5% | $68,368-29.9% | $137,256-65.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.50% | 353.14%-340.6pp | 292.57%-280.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,197 | $2,788-21.2% | $2,649-17.0% | $4,156-47.1% |
| Participant deferral / active EE | $4,504 | $4,410+2.1% | $4,123+9.2% | $6,407-29.7% |
| Admin fee / account holder | $1,078 | $5,336-79.8% | $5,150-79.1% | $12,270-91.2% |