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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 | $21,354 | $118,708-82.0% | $98,920-78.4% | $158,982-86.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -8.66% | 372.49%-381.1pp | 196.47%-205.1pp | 302.99%-311.7pp |
| Employer contribution / active EE | $1,389 | $3,334-58.3% | $2,689-48.4% | $4,763-70.8% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,044 | $10,134-89.7% | $6,643-84.3% | $11,252-90.7% |