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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 | $92,204 | $73,009+26.3% | $90,760+1.6% | $68,486+34.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -6.44% | -13.81%+7.4pp | -12.16%+5.7pp | -7.85%+1.4pp |
| Employer contribution / active EE | $12,454 | $2,193+468.0% | $2,922+326.3% | $2,597+379.6% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,980 | $5,896-15.5% | $8,444-41.0% | $5,404-7.9% |