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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 | $115,195 | $215,361-46.5% | $171,082-32.7% | $273,972-58.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.33% | 25.14%-24.8pp | 32.56%-32.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $9,000 | $4,967+81.2% | $4,002+124.9% | $4,869+84.9% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,173 | $10,846-89.2% | $8,520-86.2% | $10,133-88.4% |