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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 | $88,372 | $64,311+37.4% | $57,356+54.1% | $125,389-29.5% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 83.2%-83.2pp |
| Annual return | 1.24% | 25.14%-23.9pp | 24.41%-23.2pp | 282.24%-281.0pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $53,837 | $5,243+926.8% | $3,357+1503.7% | $9,541+464.3% |