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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 | $28,723 | $116,190-75.3% | $93,614-69.3% | $152,885-81.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | -23.79% | 35.96%-59.8pp | 32.76%-56.6pp | 345.39%-369.2pp |
| Employer contribution / active EE | $12,958 | $3,219+302.6% | $2,718+376.7% | $4,763+172.1% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,131 | $10,749-52.3% | $7,889-35.0% | $11,598-55.8% |