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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 | $60,427 | $99,647-39.4% | $86,439-30.1% | $134,509-55.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.74% | 6784.13%-6791.9pp | 4395.55%-4403.3pp | 418.13%-425.9pp |
| Employer contribution / active EE | $15,836 | $4,401+259.8% | $3,769+320.2% | $4,741+234.1% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,000 | $8,373-52.2% | $6,732-40.6% | $11,427-65.0% |