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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,210 | $110,083-73.5% | $151,645-80.7% | $68,490-57.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.68% | -10.12%-4.6pp | 3.34%-18.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $10,966 | $4,470+145.3% | $6,165+77.9% | $2,597+322.3% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,383 | $7,718-69.1% | $11,614-79.5% | $5,403-55.9% |