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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 | $120,921 | $190,916-36.7% | $160,037-24.4% | $134,545-10.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.83% | 552.79%-562.6pp | 408.95%-418.8pp | 418.37%-428.2pp |
| Employer contribution / active EE | $3,012 | $4,996-39.7% | $4,226-28.7% | $4,742-36.5% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,323 | $10,497-20.7% | $8,716-4.5% | $11,431-27.2% |