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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 | $110,168 | $63,346+73.9% | $92,240+19.4% | $70,126+57.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -4.41% | 530.19%-534.6pp | 176.29%-180.7pp | 73.15%-77.6pp |
| Employer contribution / active EE | $17,529 | $2,471+609.3% | $3,680+376.4% | $2,343+648.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $24,188 | $3,841+529.8% | $5,194+365.7% | $4,645+420.7% |