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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 | $129,699 | $102,595+26.4% | $94,057+37.9% | $154,746-16.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 5.32% | 583.42%-578.1pp | 480.62%-475.3pp | 172.34%-167.0pp |
| Employer contribution / active EE | $11,438 | $3,147+263.4% | $2,933+290.0% | $4,379+161.2% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,719 | $7,736+64.4% | $7,244+75.6% | $14,365-11.5% |