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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 | $221,010 | $107,368+105.8% | $92,915+137.9% | $152,909+44.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 5.83% | 145.64%-139.8pp | 109.45%-103.6pp | 345.46%-339.6pp |
| Employer contribution / active EE | $3,213 | $4,222-23.9% | $3,653-12.1% | $4,764-32.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24,782 | $7,082+249.9% | $5,796+327.6% | $11,601+113.6% |