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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 | $152,088 | $168,635-9.8% | $147,617+3.0% | $125,389+21.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.98% | 77.65%-81.6pp | 61.98%-66.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $26,687 | $6,252+326.8% | $5,564+379.6% | $4,866+448.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,985 | $13,580-55.9% | $11,612-48.5% | $9,541-37.3% |