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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 | $86,535 | $142,426-39.2% | $115,167-24.9% | $152,909-43.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 1.26% | 41.48%-40.2pp | 35.60%-34.3pp | 345.46%-344.2pp |
| Employer contribution / active EE | $11,992 | $4,011+199.0% | $3,179+277.2% | $4,764+151.7% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $588 | $8,464-93.1% | $7,089-91.7% | $11,601-94.9% |