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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 | $6,529 | $135,956-95.2% | $123,894-94.7% | $273,972-97.6% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | -20.55% | 56.63%-77.2pp | 47.52%-68.1pp | 41.46%-62.0pp |
| Employer contribution / active EE | $5,409 | $5,170+4.6% | $4,617+17.2% | $4,869+11.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $489 | $9,817-95.0% | $8,357-94.1% | $10,133-95.2% |