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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 | $46,258 | $54,541-15.2% | $78,778-41.3% | $70,126-34.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 4.59% | 21.07%-16.5pp | 35.62%-31.0pp | 73.15%-68.6pp |
| Employer contribution / active EE | $7,794 | $1,089+616.0% | $1,986+292.5% | $2,343+232.7% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,908 | $3,709+86.3% | $5,134+34.6% | $4,645+48.7% |