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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 | $102,609-4.3% | $98,090+0.1% | $138,895-29.3% |
| Participation rate | 77.8% | 82.8%-5.0pp | 81.5%-3.8pp | 79.9%-2.1pp |
| Annual return | 14.59% | 36.44%-21.9pp | 37.05%-22.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $16,111 | $3,867+316.6% | $3,606+346.8% | $4,194+284.1% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,393 | $11,434-52.8% | $11,815-54.4% | $12,562-57.1% |