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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 | $23,901 | $76,371-68.7% | $93,621-74.5% | $72,976-67.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 26.38% | 25.82%+0.6pp | 32.76%-6.4pp | 81.02%-54.6pp |
| Employer contribution / active EE | $4,110 | $2,276+80.6% | $2,719+51.2% | $2,440+68.4% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,089 | $6,839-54.8% | $7,890-60.9% | $5,124-39.7% |