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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 | $21,768 | $197,637-89.0% | $177,848-87.8% | $158,982-86.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.24% | 58.77%-31.5pp | 48.33%-21.1pp | 302.99%-275.8pp |
| Employer contribution / active EE | $3,248 | $6,698-51.5% | $5,919-45.1% | $4,763-31.8% |
| Participant deferral / active EE | $6,216 | $8,405-26.0% | $7,714-19.4% | $5,983+3.9% |
| Admin fee / account holder | $406 | $15,406-97.4% | $12,431-96.7% | $11,252-96.4% |