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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 | $30,554 | $87,546-65.1% | $75,784-59.7% | $125,389-75.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 75.85% | 13.49%+62.4pp | 9.68%+66.2pp | 282.24%-206.4pp |
| Employer contribution / active EE | $1,194 | $3,930-69.6% | $3,323-64.1% | $4,866-75.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $597 | $6,503-90.8% | $5,300-88.7% | $9,541-93.7% |