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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 | $141,712 | $202,342-30.0% | $172,752-18.0% | $152,897-7.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.93% | 1029.83%-1025.9pp | 802.97%-799.0pp | 345.43%-341.5pp |
| Employer contribution / active EE | $10,387 | $5,858+77.3% | $5,144+101.9% | $4,764+118.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,041 | $17,111-76.4% | $13,955-71.0% | $11,599-65.2% |