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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 | $216,800 | $156,963+38.1% | $121,204+78.9% | $139,466+55.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.28% | 1476.75%-1470.5pp | 987.18%-980.9pp | 373.66%-367.4pp |
| Employer contribution / active EE | $23,837 | $5,544+329.9% | $4,170+471.7% | $4,754+401.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $85,708 | $6,953+1132.6% | $5,651+1416.6% | $11,409+651.3% |