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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 | $78,032 | $115,814-32.6% | $101,275-23.0% | $158,982-50.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -31.61% | 56.16%-87.8pp | 46.48%-78.1pp | 302.99%-334.6pp |
| Employer contribution / active EE | $26,622 | $4,176+537.6% | $3,660+627.4% | $4,763+459.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,520 | $7,249+155.5% | $5,948+211.4% | $11,252+64.6% |