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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 | $219,842 | $157,276+39.8% | $141,177+55.7% | $152,885+43.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.26% | 64.33%-50.1pp | 71.40%-57.1pp | 345.39%-331.1pp |
| Employer contribution / active EE | $10,050 | $5,262+91.0% | $4,736+112.2% | $4,763+111.0% |
| Participant deferral / active EE | $25,000 | $7,110+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $1,838 | $12,123-84.8% | $10,263-82.1% | $11,598-84.2% |