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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 | $10,730 | $109,372-90.2% | $89,414-88.0% | $158,966-93.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.23% | 345.55%-337.3pp | 245.50%-237.3pp | 302.95%-294.7pp |
| Employer contribution / active EE | $336 | $3,171-89.4% | $2,586-87.0% | $4,762-93.0% |
| Participant deferral / active EE | $903 | $4,598-80.4% | $3,890-76.8% | $5,983-84.9% |
| Admin fee / account holder | $557 | $6,156-90.9% | $4,883-88.6% | $11,250-95.0% |