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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 | $185,312-46.7% | $161,489-38.8% | $154,746-36.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.87% | 103.84%-95.0pp | 89.72%-80.8pp | 172.34%-163.5pp |
| Employer contribution / active EE | $7,829 | $4,769+64.2% | $4,268+83.4% | $4,379+78.8% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,988 | $18,654-84.0% | $16,006-81.3% | $14,365-79.2% |