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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 | $201,344-38.2% | $184,243-32.4% | $145,877-14.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.64% | 29.01%-21.4pp | 28.82%-21.2pp | 551.28%-543.6pp |
| Employer contribution / active EE | $10,246 | $7,022+45.9% | $6,427+59.4% | $4,663+119.7% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,068 | $16,382-75.2% | $13,914-70.8% | $13,402-69.7% |