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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 | $22,658 | $86,288-73.7% | $111,306-79.6% | $85,851-73.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -7.07% | 19.99%-27.1pp | 54.67%-61.7pp | 318.63%-325.7pp |
| Employer contribution / active EE | $4,936 | $2,044+141.5% | $2,732+80.7% | $2,565+92.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,866 | $8,189-77.2% | $7,966-76.6% | $6,261-70.2% |