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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 | $90,289 | $125,237-27.9% | $105,608-14.5% | $145,877-38.1% |
| Participation rate | 95.0% | 77.7%+17.3pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | -3.19% | 225.76%-229.0pp | 116.50%-119.7pp | 551.28%-554.5pp |
| Employer contribution / active EE | $5,678 | $3,720+52.6% | $3,167+79.3% | $4,663+21.8% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,884 | $17,287-42.8% | $11,028-10.4% | $13,402-26.3% |