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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 | $9,055 | $67,352-86.6% | $60,899-85.1% | $134,509-93.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.87% | 49.99%-64.9pp | 16.92%-31.8pp | 418.13%-433.0pp |
| Employer contribution / active EE | $1,679 | $3,098-45.8% | $2,702-37.9% | $4,741-64.6% |
| Participant deferral / active EE | $3,210 | $4,539-29.3% | $3,817-15.9% | $6,400-49.8% |
| Admin fee / account holder | $1,742 | $4,585-62.0% | $3,225-46.0% | $11,427-84.8% |