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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 | $169,237-83.6% | $129,339-78.5% | $145,978-81.0% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 7.38% | 14364.43%-14357.1pp | 9437.05%-9429.7pp | 550.52%-543.1pp |
| Employer contribution / active EE | $4,310 | $5,540-22.2% | $4,154+3.7% | $4,662-7.6% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $37,114 | $9,882+275.6% | $7,668+384.0% | $13,400+177.0% |