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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 | $15,579 | $157,304-90.1% | $141,197-89.0% | $152,909-89.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -17.58% | 64.34%-81.9pp | 71.41%-89.0pp | 345.46%-363.0pp |
| Employer contribution / active EE | $3,285 | $5,263-37.6% | $4,736-30.6% | $4,764-31.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,942 | $12,126-84.0% | $10,265-81.1% | $11,601-83.3% |