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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 | $201,372+1.6% | $184,260+11.0% | $145,884+40.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.19% | 29.04%-25.9pp | 28.84%-25.7pp | 551.85%-548.7pp |
| Employer contribution / active EE | $6,000 | $7,024-14.6% | $6,427-6.7% | $4,662+28.7% |
| Participant deferral / active EE | $9,162 | $9,808-6.6% | $9,133+0.3% | $6,690+37.0% |
| Admin fee / account holder | $94,532 | $16,362+477.8% | $13,898+580.2% | $13,392+605.9% |