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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 | $34,830 | $95,453-63.5% | $112,040-68.9% | $82,448-57.8% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 9.75% | 23.92%-14.2pp | 24.52%-14.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $6,611 | $2,318+185.2% | $2,954+123.8% | $2,551+159.1% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,874 | $9,013-68.1% | $12,098-76.2% | $7,234-60.3% |