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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 | $37,185 | $123,793-70.0% | $177,848-79.1% | $79,856-53.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 1.78% | 22.82%-21.0pp | 48.33%-46.5pp | 31.71%-29.9pp |
| Employer contribution / active EE | $9,270 | $4,095+126.4% | $5,919+56.6% | $2,471+275.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,424 | $7,243-25.1% | $12,431-56.4% | $5,306+2.2% |