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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 | $192,358 | $176,794+8.8% | $146,647+31.2% | $167,553+14.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -6.76% | 24.04%-30.8pp | 22.75%-29.5pp | 478.89%-485.7pp |
| Employer contribution / active EE | $7,188 | $5,161+39.3% | $4,137+73.7% | $4,840+48.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $53,324 | $13,262+302.1% | $10,281+418.7% | $12,316+333.0% |