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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 | $109,050 | $160,070-31.9% | $147,117-25.9% | $145,897-25.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.93% | 98.69%-89.8pp | 420.54%-411.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $8,709 | $5,285+64.8% | $4,932+76.6% | $4,663+86.8% |
| Participant deferral / active EE | $4,799 | $8,419-43.0% | $8,065-40.5% | $6,689-28.3% |
| Admin fee / account holder | $3,887 | $15,035-74.1% | $12,993-70.1% | $13,390-71.0% |