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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 | $86,531 | $202,156-57.2% | $184,260-53.0% | - |
| Participation rate | 0.0% | 85.7%-85.7pp | 86.8%-86.8pp | - |
| Annual return | 10.20% | 6.91%+3.3pp | 28.84%-18.6pp | - |
| Employer contribution / active EE | $0 | $4,387-100.0% | $6,427-100.0% | - |
| Participant deferral / active EE | $0 | $6,520-100.0% | $9,133-100.0% | - |
| Admin fee / account holder | $783 | $12,473-93.7% | $13,898-94.4% | - |