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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 | $147,224 | $89,259+64.9% | $107,187+37.4% | $82,637+78.2% |
| Participation rate | 89.3% | 67.9%+21.4pp | 75.0%+14.3pp | 68.1%+21.2pp |
| Annual return | 2.22% | 21.02%-18.8pp | 204.55%-202.3pp | 53.51%-51.3pp |
| Employer contribution / active EE | $4,717 | $3,080+53.2% | $3,782+24.7% | $2,552+84.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,412 | $7,381+122.3% | $9,162+79.1% | $7,339+123.6% |