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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 | $31,348 | $109,359-71.3% | $162,185-80.7% | $72,976-57.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | -6.14% | 25.46%-31.6pp | 115.61%-121.7pp | 81.02%-87.2pp |
| Employer contribution / active EE | $7,183 | $3,907+83.8% | $5,613+28.0% | $2,440+194.4% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,282 | $7,972-83.9% | $10,844-88.2% | $5,124-75.0% |