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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 | $21,258 | $73,546-71.1% | $63,018-66.3% | $147,586-85.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.09% | 175.56%-166.5pp | 87.62%-78.5pp | 578.59%-569.5pp |
| Employer contribution / active EE | $2,115 | $3,324-36.4% | $2,761-23.4% | $4,876-56.6% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,947 | $5,956-50.5% | $3,601-18.2% | $10,886-72.9% |