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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 | $160,040-31.9% | $147,096-25.9% | $145,877-25.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.93% | 98.49%-89.6pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $8,709 | $5,289+64.7% | $4,936+76.4% | $4,663+86.8% |
| Participant deferral / active EE | $4,799 | $8,429-43.1% | $8,071-40.5% | $6,691-28.3% |
| Admin fee / account holder | $3,887 | $15,050-74.2% | $13,005-70.1% | $13,402-71.0% |