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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 | $7,863 | $138,075-94.3% | $123,552-93.6% | $135,379-94.2% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -20.51% | 153.70%-174.2pp | 119.20%-139.7pp | 519.79%-540.3pp |
| Employer contribution / active EE | $1,092 | $5,152-78.8% | $4,628-76.4% | $4,779-77.2% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $386 | $10,917-96.5% | $9,285-95.8% | $10,828-96.4% |