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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $190,722 | $64,716+194.7% | $112,258+69.9% | $68,495+178.4% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | 0.55% | -11.40%+12.0pp | 27.47%-26.9pp | -7.84%+8.4pp |
| Employer contribution / active EE | $20,136 | $2,746+633.2% | $3,636+453.9% | $2,596+675.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16,559 | $5,232+216.5% | $6,411+158.3% | $5,403+206.5% |