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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 | $141,663 | $201,372-29.7% | $184,260-23.1% | $145,884-2.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.29% | 29.04%-23.8pp | 28.84%-23.6pp | 551.85%-546.6pp |
| Employer contribution / active EE | $9,145 | $7,024+30.2% | $6,427+42.3% | $4,662+96.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,440 | $16,362-72.9% | $13,898-68.1% | $13,392-66.8% |