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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 | $633 | $54,370-98.8% | $82,763-99.2% | $68,490-99.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -726.19% | -13.67%-712.5pp | 702.45%-1428.6pp | -7.85%-718.3pp |
| Employer contribution / active EE | $9,780 | $2,219+340.7% | $3,008+225.1% | $2,597+276.6% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,050 | $4,398-30.7% | $5,325-42.7% | $5,403-43.6% |