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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 | $99,677 | $110,278-9.6% | $95,740+4.1% | $139,466-28.5% |
| Participation rate | 91.7% | 75.7%+15.9pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | -7.75% | 27.19%-34.9pp | 28.41%-36.2pp | 373.66%-381.4pp |
| Employer contribution / active EE | $17,627 | $3,260+440.7% | $2,836+521.5% | $4,754+270.8% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $11,795 | $6,613+78.4% | $5,676+107.8% | $11,409+3.4% |