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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 | $25,791 | $48,327-46.6% | $67,575-61.8% | $80,935-68.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.97% | 18.31%-6.3pp | 3528.98%-3517.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,283 | $2,022-36.5% | $2,736-53.1% | $2,757-53.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $715 | $3,692-80.6% | $3,993-82.1% | $6,924-89.7% |