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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 | $52,536 | $73,009-28.0% | $90,756-42.1% | $68,495-23.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 23.83% | -13.81%+37.6pp | -12.16%+36.0pp | -7.84%+31.7pp |
| Employer contribution / active EE | $10,462 | $2,193+377.2% | $2,922+258.1% | $2,596+302.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,912 | $5,896-33.6% | $8,445-53.7% | $5,403-27.6% |