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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 | $159,873 | $106,008+50.8% | $92,240+73.3% | $147,586+8.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -22.14% | 50.05%-72.2pp | 176.29%-198.4pp | 578.59%-600.7pp |
| Employer contribution / active EE | $22,382 | $4,333+416.5% | $3,680+508.3% | $4,876+359.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,532 | $6,333+34.7% | $5,194+64.3% | $10,886-21.6% |