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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $9,158 | $48,284-81.0% | $67,524-86.4% | $80,911-88.7% |
| Participation rate | 80.8% | 66.4%+14.4pp | 72.9%+7.9pp | 67.6%+13.1pp |
| Annual return | 11.76% | 18.27%-6.5pp | 3519.41%-3507.7pp | 35.63%-23.9pp |
| Employer contribution / active EE | $450 | $2,021-77.8% | $2,734-83.6% | $2,756-83.7% |
| Participant deferral / active EE | $988 | $2,927-66.2% | $4,001-75.3% | $4,297-77.0% |
| Admin fee / account holder | $541 | $3,688-85.3% | $4,001-86.5% | $6,935-92.2% |