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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 | $72,029 | $82,678-12.9% | $125,391-42.6% | $68,490+5.2% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -4.14% | -5.97%+1.8pp | 572.41%-576.6pp | -7.85%+3.7pp |
| Employer contribution / active EE | $2,598 | $3,382-23.2% | $4,816-46.1% | $2,5970% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,104 | $6,277-34.6% | $10,009-59.0% | $5,403-24.0% |