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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 | $490 | $225,673-99.8% | $203,872-99.8% | $155,188-99.7% |
| Participation rate | 0.0% | 80.3%-80.3pp | 77.8%-77.8pp | 80.8%-80.8pp |
| Annual return | 24.30% | 95.91%-71.6pp | 85.11%-60.8pp | 148.84%-124.5pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,804,706 | $12,327+22652.3% | $11,730+23809.9% | $14,480+19269.8% |