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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 | $86,299 | $176,077-51.0% | $159,455-45.9% | $167,518-48.5% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | -3.73% | 331.83%-335.6pp | 263.63%-267.4pp | 478.71%-482.4pp |
| Employer contribution / active EE | $12,500 | $5,298+135.9% | $4,830+158.8% | $4,838+158.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,926 | $12,556+18.9% | $10,800+38.2% | $12,312+21.2% |