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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 | $40,926 | $306,927-86.7% | $156,551-73.9% | - |
| Participation rate | 0.0% | 59.9%-59.9pp | 84.0%-84.0pp | - |
| Annual return | 0.10% | 1.08%-1.0pp | 32.23%-32.1pp | - |
| Employer contribution / active EE | $0 | $1,481-100.0% | $5,501-100.0% | - |
| Participant deferral / active EE | $0 | $1,779-100.0% | $4,871-100.0% | - |
| Admin fee / account holder | $1,305 | $73,834-98.2% | $13,028-90.0% | - |