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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 | $26,426 | $95,453-72.3% | $112,040-76.4% | $82,448-67.9% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.5%+20.7pp | 68.1%+29.1pp |
| Annual return | -38.85% | 23.92%-62.8pp | 24.52%-63.4pp | 41.64%-80.5pp |
| Employer contribution / active EE | $14,072 | $2,318+507.2% | $2,954+376.4% | $2,551+451.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,802 | $9,013-57.8% | $12,098-68.6% | $7,234-47.4% |