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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 | $98,833 | $172,111-42.6% | $150,298-34.2% | $137,256-28.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.87% | 69.37%-60.5pp | 62.79%-53.9pp | 220.34%-211.5pp |
| Employer contribution / active EE | $7,829 | $4,636+68.9% | $4,154+88.5% | $4,156+88.4% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,988 | $16,471-81.9% | $14,116-78.8% | $12,270-75.6% |