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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 | $95,404-72.3% | $113,397-76.7% | $82,637-68.0% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.5%+20.6pp | 68.1%+29.1pp |
| Annual return | -38.85% | 19.08%-57.9pp | 23.20%-62.1pp | 53.51%-92.4pp |
| Employer contribution / active EE | $14,072 | $2,307+510.1% | $2,977+372.7% | $2,552+451.4% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,802 | $9,168-58.5% | $11,957-68.2% | $7,339-48.2% |