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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 | $204,564 | $201,259+1.6% | $184,200+11.1% | $145,959+40.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.19% | 28.98%-25.8pp | 28.80%-25.6pp | 561.95%-558.8pp |
| Employer contribution / active EE | $6,000 | $7,018-14.5% | $6,424-6.6% | $4,661+28.7% |
| Participant deferral / active EE | $9,162 | $9,806-6.6% | $9,132+0.3% | $6,689+37.0% |
| Admin fee / account holder | $94,532 | $16,372+477.4% | $13,907+579.7% | $13,398+605.6% |