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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 | $22,137 | $150,447-85.3% | $136,298-83.8% | $147,586-85.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -36.69% | 1049.15%-1085.8pp | 5156.27%-5193.0pp | 578.59%-615.3pp |
| Employer contribution / active EE | $2,954 | $5,256-43.8% | $4,696-37.1% | $4,876-39.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $29,705 | $10,906+172.4% | $9,244+221.3% | $10,886+172.9% |