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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 | $169,361-83.6% | $129,397-78.6% | $145,877-81.0% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 7.38% | 14395.54%-14388.2pp | 9453.98%-9446.6pp | 551.28%-543.9pp |
| Employer contribution / active EE | $4,310 | $5,542-22.2% | $4,154+3.7% | $4,663-7.6% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $37,114 | $9,903+274.8% | $7,679+383.3% | $13,402+176.9% |