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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 | $57,883 | $83,485-30.7% | $125,195-53.8% | $72,976-20.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.58% | 25.77%-5.2pp | 43.79%-23.2pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,212 | $2,346-48.3% | $3,866-68.7% | $2,440-50.3% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,955 | $5,518+80.4% | $9,704+2.6% | $5,124+94.3% |