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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 | $159,978-31.8% | $147,041-25.8% | $145,978-25.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.93% | 98.36%-89.4pp | 419.21%-410.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $8,709 | $5,288+64.7% | $4,935+76.5% | $4,662+86.8% |
| Participant deferral / active EE | $4,799 | $8,429-43.1% | $8,071-40.5% | $6,690-28.3% |
| Admin fee / account holder | $3,887 | $15,053-74.2% | $13,006-70.1% | $13,400-71.0% |