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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 | $110,762 | $56,894+94.7% | $84,753+30.7% | $62,881+76.1% |
| Participation rate | 96.4% | 68.5%+27.9pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 1.08% | 6.30%-5.2pp | 22.78%-21.7pp | 20.14%-19.1pp |
| Employer contribution / active EE | $14,639 | $2,400+510.0% | $3,574+309.5% | $2,281+541.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,019 | $3,581+263.6% | $5,333+144.1% | $4,296+203.1% |