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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 | $71,692 | $197,263-63.7% | $99,479-27.9% | - |
| Participation rate | 0.0% | 67.9%-67.9pp | 73.8%-73.8pp | - |
| Annual return | 9.71% | 16.18%-6.5pp | 30.72%-21.0pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,540-100.0% | - |
| Participant deferral / active EE | $0 | $3,315-100.0% | $3,619-100.0% | - |
| Admin fee / account holder | $667 | $14,091-95.3% | $6,253-89.3% | - |