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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 | $58,842 | $95,979-38.7% | $74,551-21.1% | $135,380-56.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.14% | 56.97%-61.1pp | 32.53%-36.7pp | 519.81%-523.9pp |
| Employer contribution / active EE | $1,348 | $2,716-50.4% | $1,961-31.3% | $4,779-71.8% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,692 | $6,522-12.7% | $5,059+12.5% | $10,828-47.4% |