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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 | $50,340 | $48,235+4.4% | $68,803-26.8% | $68,490-26.5% |
| Participation rate | 85.7% | 60.7%+25.0pp | 69.0%+16.7pp | 67.9%+17.8pp |
| Annual return | -15.11% | -12.70%-2.4pp | -6.37%-8.7pp | -7.85%-7.3pp |
| Employer contribution / active EE | $742 | $1,829-59.4% | $2,656-72.1% | $2,597-71.4% |
| Participant deferral / active EE | $3,387 | $2,867+18.2% | $3,942-14.1% | $4,028-15.9% |
| Admin fee / account holder | $981 | $4,361-77.5% | $4,936-80.1% | $5,403-81.8% |