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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 | $106 | $93,098-99.9% | $77,081-99.9% | $134,509-99.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 116.91% | 62.63%+54.3pp | 42.33%+74.6pp | 418.13%-301.2pp |
| Employer contribution / active EE | $1,028 | $3,419-69.9% | $2,813-63.5% | $4,741-78.3% |
| Participant deferral / active EE | $1,659 | $5,239-68.3% | $4,428-62.5% | $6,400-74.1% |
| Admin fee / account holder | $119,527 | $6,945+1621.0% | $5,427+2102.6% | $11,427+946.0% |