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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 | $67,861 | $106,008-36.0% | $92,240-26.4% | $147,586-54.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -0.83% | 50.05%-50.9pp | 176.29%-177.1pp | 578.59%-579.4pp |
| Employer contribution / active EE | $8,696 | $4,333+100.7% | $3,680+136.3% | $4,876+78.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,529 | $6,333-12.7% | $5,194+6.5% | $10,886-49.2% |