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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 | $73,787+4.1% | $98,716-22.2% | $82,448-6.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 1.39% | 18.57%-17.2pp | 31.81%-30.4pp | 41.64%-40.2pp |
| Employer contribution / active EE | $13,775 | $1,511+811.5% | $2,279+504.6% | $2,551+440.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,864 | $6,500+36.4% | $8,703+1.8% | $7,234+22.5% |