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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 | $150,442-86.4% | $136,295-84.9% | $147,585-86.1% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 29.35% | 1049.09%-1019.7pp | 5155.97%-5126.6pp | 578.56%-549.2pp |
| Employer contribution / active EE | $1,205 | $5,256-77.1% | $4,695-74.3% | $4,876-75.3% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $855 | $10,905-92.2% | $9,243-90.7% | $10,885-92.1% |