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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 | $124,522 | $201,370-38.2% | $184,256-32.4% | $145,897-14.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.64% | 29.05%-21.4pp | 28.85%-21.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $10,246 | $7,024+45.9% | $6,427+59.4% | $4,663+119.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,068 | $16,364-75.1% | $13,899-70.7% | $13,390-69.6% |