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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 | $20,532 | $150,447-86.4% | $136,298-84.9% | $147,586-86.1% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 29.35% | 1049.15%-1019.8pp | 5156.27%-5126.9pp | 578.59%-549.2pp |
| Employer contribution / active EE | $1,205 | $5,256-77.1% | $4,696-74.3% | $4,876-75.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $855 | $10,906-92.2% | $9,244-90.7% | $10,886-92.1% |