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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 | $86,798 | $157,304-44.8% | $141,197-38.5% | $152,909-43.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.26% | 64.34%-60.1pp | 71.41%-67.1pp | 345.46%-341.2pp |
| Employer contribution / active EE | $2,972 | $5,263-43.5% | $4,736-37.2% | $4,764-37.6% |
| Participant deferral / active EE | $7,010 | $7,111-1.4% | $6,710+4.5% | $5,851+19.8% |
| Admin fee / account holder | $1,024 | $12,126-91.6% | $10,265-90.0% | $11,601-91.2% |