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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 | $27,747 | $169,161-83.6% | $129,295-78.5% | $145,959-81.0% |
| Participation rate | 85.7% | 76.5%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 7.38% | 14348.07%-14340.7pp | 9429.28%-9421.9pp | 561.95%-554.6pp |
| Employer contribution / active EE | $4,310 | $5,543-22.3% | $4,157+3.7% | $4,661-7.5% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $37,114 | $9,878+275.7% | $7,665+384.2% | $13,398+177.0% |