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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 | $40,916 | $209,422-80.5% | $178,503-77.1% | $158,982-74.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.08% | 188.81%-184.7pp | 151.12%-147.0pp | 302.99%-298.9pp |
| Employer contribution / active EE | $7,039 | $5,707+23.3% | $5,011+40.5% | $4,763+47.8% |
| Participant deferral / active EE | $5,250 | $5,955-11.8% | $5,202+0.9% | $5,983-12.3% |
| Admin fee / account holder | $621 | $17,079-96.4% | $13,987-95.6% | $11,252-94.5% |