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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 | $12,236 | $80,983-84.9% | $96,544-87.3% | $75,177-83.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -1.18% | 27.05%-28.2pp | 25.88%-27.1pp | 160.75%-161.9pp |
| Employer contribution / active EE | $2,723 | $2,282+19.3% | $2,966-8.2% | $2,671+1.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $312 | $6,717-95.4% | $8,254-96.2% | $5,651-94.5% |