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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 | $15,174 | $198,457-92.4% | $170,435-91.1% | $147,586-89.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.52% | 257.30%-246.8pp | 205.94%-195.4pp | 578.59%-568.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,948 | $5,629-47.6% | $4,939-40.3% | $5,439-45.8% |
| Admin fee / account holder | $11,672 | $16,852-30.7% | $13,881-15.9% | $10,886+7.2% |