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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 | $52,024 | $113,339-54.1% | $94,993-45.2% | $147,585-64.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 4.53% | 20.77%-16.2pp | 27.12%-22.6pp | 578.57%-574.0pp |
| Employer contribution / active EE | $2,698 | $3,160-14.6% | $2,603+3.6% | $4,876-44.7% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $111,469 | $6,063+1738.7% | $4,960+2147.2% | $10,885+924.0% |