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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 | $59,322 | $157,304-62.3% | $141,197-58.0% | $152,909-61.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -5.45% | 64.34%-69.8pp | 71.41%-76.9pp | 345.46%-350.9pp |
| Employer contribution / active EE | $5,857 | $5,263+11.3% | $4,736+23.7% | $4,764+22.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,532 | $12,126-70.9% | $10,265-65.6% | $11,601-69.6% |