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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 | $142,405-39.2% | $115,157-24.9% | $152,870-43.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 1.26% | 41.48%-40.2pp | 35.60%-34.3pp | 345.34%-344.1pp |
| Employer contribution / active EE | $11,992 | $4,010+199.1% | $3,179+277.3% | $4,763+151.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $588 | $8,462-93.1% | $7,088-91.7% | $11,597-94.9% |