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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 | $102,130 | $81,870+24.7% | $119,634-14.6% | $68,490+49.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 1.68% | -23.82%+25.5pp | -14.98%+16.7pp | -7.85%+9.5pp |
| Employer contribution / active EE | $9,881 | $2,692+267.1% | $4,232+133.5% | $2,597+280.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,385 | $6,583-63.8% | $10,329-76.9% | $5,403-55.9% |