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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 | $25,077 | $56,339-55.5% | $104,301-76.0% | $68,486-63.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 27.44% | -9.19%+36.6pp | 24.61%+2.8pp | -7.85%+35.3pp |
| Employer contribution / active EE | $7,287 | $1,960+271.8% | $3,373+116.0% | $2,597+180.6% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $102,278 | $4,902+1986.7% | $7,340+1293.3% | $5,404+1792.7% |