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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 | $240,153 | $106,008+126.5% | $92,240+160.4% | $147,586+62.7% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | -5.72% | 50.05%-55.8pp | 176.29%-182.0pp | 578.59%-584.3pp |
| Employer contribution / active EE | $17,315 | $4,333+299.6% | $3,680+370.6% | $4,876+255.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $54,583 | $6,333+761.9% | $5,194+950.9% | $10,886+401.4% |