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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 | $172,994 | $153,774+12.5% | $133,979+29.1% | $273,970-36.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.71% | 36.51%-37.2pp | 29.30%-30.0pp | 41.46%-42.2pp |
| Employer contribution / active EE | $4,174 | $6,029-30.8% | $5,211-19.9% | $4,869-14.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,387 | $11,765-45.7% | $9,324-31.5% | $10,132-37.0% |