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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 | $135,165 | $202,342-33.2% | $172,753-21.8% | $152,909-11.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.00% | 1029.88%-1025.9pp | 803.00%-799.0pp | 345.46%-341.5pp |
| Employer contribution / active EE | $10,387 | $5,857+77.3% | $5,144+101.9% | $4,764+118.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $832 | $17,112-95.1% | $13,956-94.0% | $11,601-92.8% |