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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 | $128,760 | $88,778+45.0% | $81,844+57.3% | $145,884-11.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.25% | 1033.03%-1026.8pp | 778.87%-772.6pp | 551.85%-545.6pp |
| Employer contribution / active EE | $10,925 | $3,087+253.9% | $2,916+274.6% | $4,662+134.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,272 | $8,430+21.9% | $7,355+39.7% | $13,392-23.3% |