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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 | $80,410 | $92,219-12.8% | $76,768+4.7% | $135,379-40.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.34% | 5.46%-13.8pp | 2.43%-10.8pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,779 | $3,216-13.6% | $2,485+11.8% | $4,779-41.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,459 | $10,749-30.6% | $6,675+11.7% | $10,828-31.1% |