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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 | $154,318 | $196,842-21.6% | $104,639+47.5% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.1%-74.1pp | - |
| Annual return | 7.04% | 11.43%-4.4pp | 340.67%-333.6pp | - |
| Employer contribution / active EE | $0 | $2,386-100.0% | $2,682-100.0% | - |
| Participant deferral / active EE | $0 | $3,828-100.0% | $3,738-100.0% | - |
| Admin fee / account holder | $1,449 | $15,940-90.9% | $6,465-77.6% | - |