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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 | $23,423 | $72,465-67.7% | $67,575-65.3% | $145,884-83.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.45% | 7222.56%-7214.1pp | 3528.98%-3520.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,672 | $3,074-13.1% | $2,736-2.3% | $4,662-42.7% |
| Participant deferral / active EE | $5,464 | $4,786+14.2% | $4,003+36.5% | $6,690-18.3% |
| Admin fee / account holder | $7,517 | $5,515+36.3% | $3,993+88.3% | $13,392-43.9% |