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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 | $155,311 | $150,447+3.2% | $136,298+13.9% | $147,586+5.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.92% | 1049.15%-1042.2pp | 5156.27%-5149.4pp | 578.59%-571.7pp |
| Employer contribution / active EE | $10,050 | $5,256+91.2% | $4,696+114.0% | $4,876+106.1% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $1,739 | $10,906-84.1% | $9,244-81.2% | $10,886-84.0% |