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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 | $14,226 | $127,387-88.8% | $115,038-87.6% | $125,389-88.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -3.53% | 31.28%-34.8pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,824 | $5,166-64.7% | $4,608-60.4% | $4,866-62.5% |
| Participant deferral / active EE | $5,474 | $6,423-14.8% | $6,026-9.2% | $5,352+2.3% |
| Admin fee / account holder | $508 | $9,516-94.7% | $8,175-93.8% | $9,541-94.7% |