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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 | $21,064 | $127,790-83.5% | $106,555-80.2% | $167,536-87.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 4.08% | 33.88%-29.8pp | 26.80%-22.7pp | 478.82%-474.7pp |
| Employer contribution / active EE | $3,389 | $3,428-1.1% | $2,819+20.2% | $4,839-30.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $993 | $11,229-91.2% | $7,408-86.6% | $12,315-91.9% |