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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 | $75,518 | $175,231-56.9% | $149,696-49.6% | $139,466-45.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -0.34% | 166.77%-167.1pp | 134.46%-134.8pp | 373.66%-374.0pp |
| Employer contribution / active EE | $7,694 | $5,478+40.5% | $4,821+59.6% | $4,754+61.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $984 | $16,155-93.9% | $13,212-92.6% | $11,409-91.4% |