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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 | $13,859 | $72,486-80.9% | $87,103-84.1% | $72,976-81.0% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | -7.09% | 24.46%-31.5pp | 28.19%-35.3pp | 81.02%-88.1pp |
| Employer contribution / active EE | $3,074 | $1,894+62.3% | $2,521+21.9% | $2,440+26.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,764 | $5,055-5.7% | $7,491-36.4% | $5,124-7.0% |