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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 | $909 | $100,938-99.1% | $90,461-99.0% | $158,982-99.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.90% | 1727.20%-1725.3pp | 1294.76%-1292.9pp | 302.99%-301.1pp |
| Employer contribution / active EE | $8,240 | $3,691+123.2% | $3,264+152.5% | $4,763+73.0% |
| Participant deferral / active EE | $3,913 | $4,350-10.0% | $3,964-1.3% | $5,983-34.6% |
| Admin fee / account holder | $85,315 | $6,510+1210.6% | $5,617+1419.0% | $11,252+658.2% |