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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $575 | $95,915-99.4% | $79,580-99.3% | $134,532-99.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | 63.43% | -2.71%+66.1pp | 0.15%+63.3pp | 418.27%-354.8pp |
| Employer contribution / active EE | $1,322 | $3,129-57.8% | $2,413-45.2% | $4,741-72.1% |
| Participant deferral / active EE | $8,095 | $4,693+72.5% | $3,985+103.1% | $6,401+26.5% |
| Admin fee / account holder | $113,338 | $9,132+1141.2% | $6,835+1558.2% | $11,429+891.7% |