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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 | $45,218 | $176,077-74.3% | $159,455-71.6% | $167,518-73.0% |
| Participation rate | 85.0% | 84.9%+0.1pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | -24.75% | 331.83%-356.6pp | 263.63%-288.4pp | 478.71%-503.5pp |
| Employer contribution / active EE | $21,433 | $5,298+304.5% | $4,830+343.7% | $4,838+343.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,166 | $12,556-66.8% | $10,800-61.4% | $12,312-66.2% |