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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 | $53,858 | $217,432-75.2% | $185,849-71.0% | $167,536-67.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.90% | 148.42%-142.5pp | 122.10%-116.2pp | 478.82%-472.9pp |
| Employer contribution / active EE | $4,331 | $5,875-26.3% | $5,169-16.2% | $4,839-10.5% |
| Participant deferral / active EE | $7,255 | $6,357+14.1% | $5,569+30.3% | $6,342+14.4% |
| Admin fee / account holder | $903 | $19,818-95.4% | $16,244-94.4% | $12,315-92.7% |