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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 | $139,771 | $215,361-35.1% | $171,082-18.3% | $273,972-49.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -2.30% | 25.14%-27.4pp | 32.56%-34.9pp | 41.46%-43.8pp |
| Employer contribution / active EE | $27,500 | $4,967+453.7% | $4,002+587.2% | $4,869+464.8% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,823 | $10,846+18.2% | $8,520+50.5% | $10,133+26.5% |