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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 | $23,525 | $167,352-85.9% | $143,788-83.6% | $134,509-82.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.80% | 0.47%-14.3pp | -0.03%-13.8pp | 418.13%-431.9pp |
| Employer contribution / active EE | $1,689 | $5,620-69.9% | $4,952-65.9% | $4,741-64.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,637 | $18,091-85.4% | $14,675-82.0% | $11,427-76.9% |