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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 | $76,834-0.1% | $108,359-29.1% | $87,485-12.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 1.39% | 19.09%-17.7pp | 36.89%-35.5pp | 26.06%-24.7pp |
| Employer contribution / active EE | $13,775 | $1,556+785.1% | $2,399+474.1% | $2,596+430.6% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,864 | $6,537+35.6% | $9,741-9.0% | $7,775+14.0% |