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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 | $77,337 | $157,304-50.8% | $141,197-45.2% | $152,909-49.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.48% | 64.34%-53.9pp | 71.41%-60.9pp | 345.46%-335.0pp |
| Employer contribution / active EE | $4,998 | $5,263-5.0% | $4,736+5.5% | $4,764+4.9% |
| Participant deferral / active EE | $11,965 | $7,111+68.3% | $6,710+78.3% | $5,851+104.5% |
| Admin fee / account holder | $679 | $12,126-94.4% | $10,265-93.4% | $11,601-94.1% |