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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 | $38,226 | $183,988-79.2% | $162,177-76.4% | $152,897-75.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -0.44% | 150.79%-151.2pp | 115.60%-116.0pp | 345.43%-345.9pp |
| Employer contribution / active EE | $2,400 | $6,370-62.3% | $5,613-57.2% | $4,764-49.6% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,169 | $13,123-91.1% | $10,843-89.2% | $11,599-89.9% |