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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 | $176,105-74.3% | $159,474-71.6% | $167,536-73.0% |
| Participation rate | 85.0% | 85.0%0pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | -24.75% | 331.91%-356.7pp | 263.68%-288.4pp | 478.82%-503.6pp |
| Employer contribution / active EE | $21,433 | $5,299+304.5% | $4,831+343.7% | $4,839+342.9% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,166 | $12,559-66.8% | $10,802-61.4% | $12,315-66.2% |