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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 | $113,553 | $82,674+37.3% | $125,381-9.4% | $68,486+65.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.52% | -5.97%-3.6pp | 572.31%-581.8pp | -7.85%-1.7pp |
| Employer contribution / active EE | $19,626 | $3,382+480.3% | $4,815+307.6% | $2,597+655.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,967 | $6,277+90.7% | $10,007+19.6% | $5,404+121.5% |