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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 | $160,289 | $101,763+57.5% | $164,866-2.8% | $80,874+98.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 7.33% | 16.73%-9.4pp | 69.97%-62.6pp | 35.62%-28.3pp |
| Employer contribution / active EE | $18,141 | $2,954+514.0% | $4,343+317.7% | $2,756+558.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $16,851 | $8,228+104.8% | $12,689+32.8% | $6,935+143.0% |