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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 | $130,857 | $88,672+47.6% | $105,223+24.4% | $82,448+58.7% |
| Participation rate | 71.1% | 67.9%+3.2pp | 75.0%-3.9pp | 68.1%+3.0pp |
| Annual return | -7.65% | 30.86%-38.5pp | 180.65%-188.3pp | 41.64%-49.3pp |
| Employer contribution / active EE | $6,568 | $3,048+115.5% | $3,689+78.1% | $2,551+157.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $17,046 | $7,146+138.5% | $8,859+92.4% | $7,234+135.6% |