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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 | $18,903 | $138,076-86.3% | $123,553-84.7% | $135,380-86.0% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -14.29% | 153.70%-168.0pp | 119.21%-133.5pp | 519.81%-534.1pp |
| Employer contribution / active EE | $1,294 | $5,152-74.9% | $4,628-72.0% | $4,779-72.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $882 | $10,917-91.9% | $9,284-90.5% | $10,828-91.9% |