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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 | $74,549 | $154,209-51.7% | $130,062-42.7% | $139,487-46.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -3.38% | 32.52%-35.9pp | -137.37%+134.0pp | 373.84%-377.2pp |
| Employer contribution / active EE | $3,271 | $5,292-38.2% | $4,322-24.3% | $4,755-31.2% |
| Participant deferral / active EE | $2,353 | $6,709-64.9% | $5,821-59.6% | $6,713-64.9% |
| Admin fee / account holder | $9,067 | $13,988-35.2% | $10,601-14.5% | $11,407-20.5% |