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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 | $20,086 | $95,917-79.1% | $79,583-74.8% | $134,545-85.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.66% | -2.70%-22.0pp | 0.16%-24.8pp | 418.37%-443.0pp |
| Employer contribution / active EE | $15,884 | $3,129+407.6% | $2,414+558.1% | $4,742+235.0% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $661 | $9,132-92.8% | $6,835-90.3% | $11,431-94.2% |