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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 | $99,668-39.4% | $86,451-30.1% | $134,545-55.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.74% | 6789.61%-6797.4pp | 4398.51%-4406.3pp | 418.37%-426.1pp |
| Employer contribution / active EE | $15,836 | $4,403+259.7% | $3,770+320.1% | $4,742+234.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,000 | $8,377-52.2% | $6,734-40.6% | $11,431-65.0% |