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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 | $194,325 | $135,956+42.9% | $123,894+56.8% | $273,972-29.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.82% | 56.63%-55.8pp | 47.52%-46.7pp | 41.46%-40.6pp |
| Employer contribution / active EE | $3,570 | $5,170-30.9% | $4,617-22.7% | $4,869-26.7% |
| Participant deferral / active EE | $16,375 | $6,343+158.2% | $5,984+173.6% | $5,287+209.7% |
| Admin fee / account holder | $12,714 | $9,817+29.5% | $8,357+52.1% | $10,133+25.5% |