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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 | $175,214 | $171,867+1.9% | $149,718+17.0% | $147,585+18.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.59% | 2113.36%-2110.8pp | 1501.70%-1499.1pp | 578.57%-576.0pp |
| Employer contribution / active EE | $4,049 | $6,275-35.5% | $5,444-25.6% | $4,876-17.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,210 | $13,799-62.2% | $11,283-53.8% | $10,885-52.1% |