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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 | $180,660 | $111,535+62.0% | $105,223+71.7% | $137,256+31.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.46% | 237.85%-231.4pp | 180.65%-174.2pp | 220.34%-213.9pp |
| Employer contribution / active EE | $22,123 | $3,939+461.6% | $3,689+499.8% | $4,156+432.3% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,492 | $9,721+18.2% | $8,859+29.7% | $12,270-6.3% |