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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 | $160,964 | $67,602+138.1% | $82,312+95.6% | $70,126+129.5% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.0pp | 69.5%+24.3pp |
| Annual return | -21.44% | 21.57%-43.0pp | 25.88%-47.3pp | 73.15%-94.6pp |
| Employer contribution / active EE | $20,935 | $1,755+1093.0% | $2,428+762.1% | $2,343+793.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,561 | $4,512+67.6% | $5,608+34.8% | $4,645+62.8% |