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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 | $110,578 | $180,749-38.8% | $160,784-31.2% | $137,256-19.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 2.98% | 2234.46%-2231.5pp | 1803.92%-1800.9pp | 220.34%-217.4pp |
| Employer contribution / active EE | $3,875 | $4,155-6.7% | $3,733+3.8% | $4,156-6.8% |
| Participant deferral / active EE | $12,055 | $6,844+76.1% | $6,293+91.6% | $6,407+88.2% |
| Admin fee / account holder | $1,932 | $10,397-81.4% | $9,717-80.1% | $12,270-84.3% |