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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 | $104,415 | $142,409-26.7% | $119,634-12.7% | $134,545-22.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.84% | -12.46%+0.6pp | -14.98%+3.1pp | 418.37%-430.2pp |
| Employer contribution / active EE | $13,817 | $5,224+164.5% | $4,232+226.5% | $4,742+191.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,137 | $13,594-25.4% | $10,329-1.9% | $11,431-11.3% |