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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 | $8,841 | $157,296-94.4% | $141,191-93.7% | $152,897-94.2% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | 10.70% | 64.34%-53.6pp | 71.41%-60.7pp | 345.43%-334.7pp |
| Employer contribution / active EE | $2,394 | $5,262-54.5% | $4,736-49.5% | $4,764-49.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $898 | $12,125-92.6% | $10,264-91.3% | $11,599-92.3% |