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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 | $23,878 | $92,743-74.3% | $82,744-71.1% | $134,532-82.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.71% | 946.63%-954.3pp | 702.22%-709.9pp | 418.27%-426.0pp |
| Employer contribution / active EE | $2,879 | $3,273-12.0% | $3,008-4.3% | $4,741-39.3% |
| Participant deferral / active EE | $2,878 | $4,802-40.1% | $4,395-34.5% | $6,401-55.0% |
| Admin fee / account holder | $2,267 | $5,977-62.1% | $5,325-57.4% | $11,429-80.2% |