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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 | $22,045 | $81,208-72.9% | $98,920-77.7% | $79,856-72.4% |
| Participation rate | 88.0% | 72.5%+15.5pp | 76.0%+12.0pp | 69.6%+18.4pp |
| Annual return | -6.47% | 60.99%-67.5pp | 196.47%-202.9pp | 31.71%-38.2pp |
| Employer contribution / active EE | $1,445 | $1,960-26.2% | $2,689-46.3% | $2,471-41.5% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $18,640 | $6,013+210.0% | $6,643+180.6% | $5,306+251.3% |