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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 | $58,848+134.7% | $88,179+56.6% | $82,637+67.1% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 11.02% | 22.76%-11.7pp | 64.97%-53.9pp | 53.51%-42.5pp |
| Employer contribution / active EE | $6,887 | $1,678+310.3% | $2,549+170.1% | $2,552+169.8% |
| Participant deferral / active EE | $10,009 | $3,124+220.4% | $4,614+116.9% | $4,126+142.6% |
| Admin fee / account holder | $5,080 | $4,795+5.9% | $7,673-33.8% | $7,339-30.8% |