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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 | $197,117 | $169,161+16.5% | $129,295+52.5% | $145,959+35.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.05% | 14348.07%-14341.0pp | 9429.28%-9422.2pp | 561.95%-554.9pp |
| Employer contribution / active EE | $34,435 | $5,543+521.2% | $4,157+728.3% | $4,661+638.8% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,806 | $9,878+80.3% | $7,665+132.3% | $13,398+32.9% |