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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 | $76,790 | $83,898-8.5% | $133,346-42.4% | $94,015-18.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 1.39% | 16.00%-14.6pp | 36.85%-35.5pp | 17.84%-16.5pp |
| Employer contribution / active EE | $13,775 | $1,821+656.6% | $2,853+382.8% | $2,790+393.7% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,864 | $7,809+13.5% | $14,264-37.9% | $8,951-1.0% |