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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,350 | $79,961-69.5% | $98,462-75.3% | $75,177-67.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -5.51% | 19.75%-25.3pp | 21.17%-26.7pp | 160.75%-166.3pp |
| Employer contribution / active EE | $692 | $2,264-69.5% | $3,049-77.3% | $2,671-74.1% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,325 | $6,842-51.4% | $8,875-62.5% | $5,651-41.2% |