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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 | $15,702 | $112,131-86.0% | $95,964-83.6% | $158,982-90.1% |
| Participation rate | 95.8% | 79.0%+16.8pp | 77.1%+18.7pp | 82.0%+13.9pp |
| Annual return | 7.41% | 171.19%-163.8pp | 91.64%-84.2pp | 302.99%-295.6pp |
| Employer contribution / active EE | $7,583 | $3,199+137.0% | $2,541+198.4% | $4,763+59.2% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,975 | $10,136-50.9% | $6,797-26.8% | $11,252-55.8% |