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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 | $196,972+18.6% | $182,262+28.2% | $198,609+17.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 3.83% | 158.27%-154.4pp | 140.60%-136.8pp | 202.70%-198.9pp |
| Employer contribution / active EE | $1,667 | $5,364-68.9% | $5,046-67.0% | $5,055-67.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $43,320 | $18,429+135.1% | $16,712+159.2% | $19,030+127.6% |