Problems With Factor Analysis

Factor analysis is a common procedure in many of the sciences, especially in psychology and other behavioral sciences. Its commonality, however, should not convince you that it is an infallible form of analysis. Factor analysis has many problems, and they deserve consideration before you decide to use factor analysis as your data investigation procedure.
  1. Sample Selection

    • Factor analysis is extremely insistent regarding the sample size. Because it relies on multiple variables, factor analysis requires a larger sample size for each variable added to a study. "The Essentials of Factor Analysis" by Dennis Child recommends at least five data points per variable. So a study that includes 20 variables needs a sample size of at least 100, which is not a small sample by any interpretation.

    Labeling Factors

    • After you arrive at a set of factors, the following step in factor analysis is to label these factors. Many researchers performing factor analysis do so with a hypothesis. Hence, researchers have a tendency to "see what is not really there." Q. McNemar, who wrote "Psychometrika; the Factors in Factoring Behavior," called this the "struggle syndrome," a phenomenon in which researchers struggle to force the factors to correspond with their hypotheses.

    Variables

    • The variables themselves prove to be a problem. First, choosing the appropriate variables for the analysis is essential in acquiring a reliable result. Second, you need many variables for most factor analyses; at least four variables should be in each factor definition. Third, the variables should have a wide range and be close to normally distributed; the sheer number of variables you must include in a factor analysis study coupled with this fact leads to the requirement of a large number of time-consuming distribution tests.

    Factor Addition

    • Adding a factor often changes other factors. The implication of this is that you cannot change your hypothesis in a way that adds more variables or factors without repeating the entire factor analysis. In other words, the results of a single factor analysis are not malleable, and any modifications to your theory cannot correspond to a slight modification in the factor analysis results.

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