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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 | $138,117 | $58,057+137.9% | $97,032+42.3% | $86,983+58.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 11.02% | 22.26%-11.2pp | 35.38%-24.4pp | 25.83%-14.8pp |
| Employer contribution / active EE | $6,887 | $1,663+314.0% | $2,629+162.0% | $2,584+166.5% |
| Participant deferral / active EE | $10,009 | $3,244+208.6% | $4,672+114.2% | $4,194+138.7% |
| Admin fee / account holder | $5,080 | $4,839+5.0% | $9,418-46.1% | $7,856-35.3% |