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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 | $106 | $57,061-99.8% | $85,063-99.9% | $80,911-99.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | -98.79% | 21.66%-120.5pp | 66.54%-165.3pp | 35.63%-134.4pp |
| Employer contribution / active EE | $1,215 | $1,799-32.5% | $2,727-55.5% | $2,756-55.9% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $607 | $4,986-87.8% | $6,155-90.1% | $6,935-91.2% |