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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 | $9,167 | $65,704-86.0% | $94,229-90.3% | $59,633-84.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -34.42% | 5.22%-39.6pp | 10.68%-45.1pp | 2041.45%-2075.9pp |
| Employer contribution / active EE | $5,733 | $2,021+183.7% | $3,587+59.8% | $2,203+160.3% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,343 | $4,265-68.5% | $6,269-78.6% | $4,297-68.8% |