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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 | $164,428 | $95,979+71.3% | $74,551+120.6% | $135,380+21.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.68% | 56.97%-65.6pp | 32.53%-41.2pp | 519.81%-528.5pp |
| Employer contribution / active EE | $736 | $2,716-72.9% | $1,961-62.5% | $4,779-84.6% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $337 | $6,522-94.8% | $5,059-93.3% | $10,828-96.9% |