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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 | $156,398+49.3% | $147,318+58.5% | $138,895+68.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.83% | 78.75%-74.9pp | 70.43%-66.6pp | 145.39%-141.6pp |
| Employer contribution / active EE | $1,667 | $4,853-65.7% | $4,593-63.7% | $4,194-60.3% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $43,320 | $14,976+189.3% | $13,708+216.0% | $12,562+244.8% |