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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 | $20,316 | $100,811-79.8% | $86,698-76.6% | $134,545-84.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.39% | 29.11%-49.5pp | 35.96%-56.4pp | 418.37%-438.8pp |
| Employer contribution / active EE | $3,329 | $3,490-4.6% | $2,837+17.3% | $4,742-29.8% |
| Participant deferral / active EE | $3,692 | $5,339-30.8% | $4,656-20.7% | $6,401-42.3% |
| Admin fee / account holder | $1,798 | $10,926-83.5% | $7,492-76.0% | $11,431-84.3% |