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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 | $114,053 | $63,346+80.0% | $92,239+23.7% | $70,124+62.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 1.35% | 530.19%-528.8pp | 176.29%-174.9pp | 73.14%-71.8pp |
| Employer contribution / active EE | $13,871 | $2,471+461.3% | $3,680+277.0% | $2,342+492.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,745 | $3,841+205.8% | $5,194+126.1% | $4,645+152.8% |