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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 | $16,779 | $67,602-75.2% | $82,312-79.6% | $70,126-76.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -17.50% | 21.57%-39.1pp | 25.88%-43.4pp | 73.15%-90.7pp |
| Employer contribution / active EE | $2,663 | $1,755+51.7% | $2,428+9.7% | $2,343+13.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,562 | $4,512-65.4% | $5,608-72.2% | $4,645-66.4% |