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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 | $233,572 | $162,136+44.1% | $152,301+53.4% | $154,746+50.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.83% | 91.02%-87.2pp | 80.50%-76.7pp | 172.34%-168.5pp |
| Employer contribution / active EE | $1,667 | $4,890-65.9% | $4,624-64.0% | $4,379-61.9% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $43,320 | $15,759+174.9% | $14,398+200.9% | $14,365+201.6% |