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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 | $110,248-9.6% | $95,728+4.1% | $139,456-28.5% |
| Participation rate | 91.7% | 75.7%+15.9pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | -7.75% | 27.16%-34.9pp | 28.40%-36.1pp | 373.45%-381.2pp |
| Employer contribution / active EE | $17,627 | $3,258+441.0% | $2,835+521.8% | $4,753+270.9% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $11,795 | $6,607+78.5% | $5,673+107.9% | $11,407+3.4% |