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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 | $21,098 | $67,352-68.7% | $60,899-65.4% | $134,509-84.3% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.1%+11.9pp | 81.2%+3.8pp |
| Annual return | -19.60% | 49.99%-69.6pp | 16.92%-36.5pp | 418.13%-437.7pp |
| Employer contribution / active EE | $1,801 | $3,098-41.8% | $2,702-33.3% | $4,741-62.0% |
| Participant deferral / active EE | $5,198 | $4,539+14.5% | $3,817+36.2% | $6,400-18.8% |
| Admin fee / account holder | $5,154 | $4,585+12.4% | $3,225+59.8% | $11,427-54.9% |