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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 | $93,754 | $105,867-11.4% | $90,760+3.3% | $134,532-30.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.81% | -10.99%-7.8pp | -12.16%-6.7pp | 418.27%-437.1pp |
| Employer contribution / active EE | $4,191 | $3,464+21.0% | $2,922+43.4% | $4,741-11.6% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $42,038 | $13,936+201.7% | $8,444+397.8% | $11,429+267.8% |