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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 | $28,366 | $129,959-78.2% | $104,301-72.8% | $134,509-78.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.96% | 42.04%-61.0pp | 24.61%-43.6pp | 418.13%-437.1pp |
| Employer contribution / active EE | $13,643 | $4,185+226.0% | $3,373+304.5% | $4,741+187.8% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,797 | $9,325-59.3% | $7,340-48.3% | $11,427-66.8% |