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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 | $137,688 | $232,540-40.8% | $185,117-25.6% | $147,586-6.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 1.85% | 43.03%-41.2pp | 40.50%-38.6pp | 578.59%-576.7pp |
| Employer contribution / active EE | $26,000 | $5,195+400.5% | $4,182+521.8% | $4,876+433.2% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,333 | $10,275+29.8% | $8,159+63.4% | $10,886+22.5% |