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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 | $100,331 | $148,623-32.5% | $135,974-26.2% | $139,466-28.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.97% | 79.30%-68.3pp | 68.30%-57.3pp | 373.66%-362.7pp |
| Employer contribution / active EE | $9,872 | $5,246+88.2% | $4,859+103.2% | $4,754+107.7% |
| Participant deferral / active EE | $3,794 | $8,103-53.2% | $7,760-51.1% | $6,712-43.5% |
| Admin fee / account holder | $3,675 | $12,406-70.4% | $10,767-65.9% | $11,409-67.8% |