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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 | $38,013 | $138,393-72.5% | $184,256-79.4% | $80,959-53.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 6.44% | 20.01%-13.6pp | 28.85%-22.4pp | 35.67%-29.2pp |
| Employer contribution / active EE | $3,855 | $4,847-20.5% | $6,427-40.0% | $2,757+39.8% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,370 | $10,489-48.8% | $13,899-61.4% | $6,925-22.5% |