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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 | $9,782 | $57,330-82.9% | $86,656-88.7% | $75,177-87.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.98% | 2675.40%-2657.4pp | 593.09%-575.1pp | 160.75%-142.8pp |
| Employer contribution / active EE | $469 | $2,316-79.8% | $3,025-84.5% | $2,671-82.5% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $662 | $4,115-83.9% | $5,619-88.2% | $5,651-88.3% |