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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 | $21,717 | $86,938-75.0% | $102,423-78.8% | $80,925-73.2% |
| Participation rate | 91.9% | 72.4%+19.5pp | 76.5%+15.4pp | 67.7%+24.2pp |
| Annual return | -10.71% | 18.89%-29.6pp | 29.42%-40.1pp | 35.65%-46.4pp |
| Employer contribution / active EE | $4,420 | $2,369+86.6% | $3,023+46.2% | $2,756+60.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,398 | $8,053-70.2% | $9,455-74.6% | $6,940-65.4% |