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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 | $169,356+16.4% | $129,406+52.3% | $145,897+35.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.05% | 14418.62%-14411.6pp | 9468.18%-9461.1pp | 552.29%-545.2pp |
| Employer contribution / active EE | $34,435 | $5,542+521.3% | $4,155+728.7% | $4,663+638.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,806 | $9,915+79.6% | $7,689+131.6% | $13,390+33.0% |