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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 | $98,235 | $135,905-27.7% | $126,068-22.1% | $198,609-50.5% |
| Participation rate | 77.8% | 85.6%-7.9pp | 84.7%-6.9pp | 82.4%-4.6pp |
| Annual return | 14.59% | 14.07%+0.5pp | 15.01%-0.4pp | 202.70%-188.1pp |
| Employer contribution / active EE | $16,111 | $4,245+279.5% | $3,968+306.0% | $5,055+218.7% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,393 | $21,036-74.4% | $18,264-70.5% | $19,030-71.7% |