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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 | $15,274 | $124,346-87.7% | $111,308-86.3% | $167,536-90.9% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.3%+17.9pp | 82.1%+13.1pp |
| Annual return | -4.44% | 37.45%-41.9pp | 54.67%-59.1pp | 478.82%-483.3pp |
| Employer contribution / active EE | $2,381 | $3,437-30.7% | $2,732-12.8% | $4,839-50.8% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,700 | $10,621-84.0% | $7,965-78.7% | $12,315-86.2% |