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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 | $81,482 | $148,582-45.2% | $135,942-40.1% | $139,456-41.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -6.10% | 79.26%-85.4pp | 68.28%-74.4pp | 373.45%-379.5pp |
| Employer contribution / active EE | $14,353 | $5,245+173.7% | $4,858+195.5% | $4,753+202.0% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $13,491 | $12,402+8.8% | $10,764+25.3% | $11,407+18.3% |