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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 | $9,112 | $73,848-87.7% | $143,799-93.7% | $68,486-86.7% |
| Participation rate | 82.9% | 66.7%+16.3pp | 80.3%+2.6pp | 67.9%+15.0pp |
| Annual return | 3.12% | 0.91%+2.2pp | -0.04%+3.2pp | -7.85%+11.0pp |
| Employer contribution / active EE | $746 | $3,184-76.6% | $4,952-84.9% | $2,597-71.3% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $343 | $5,755-94.0% | $14,677-97.7% | $5,404-93.7% |