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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 | $6,625 | $162,322-95.9% | $135,982-95.1% | - |
| Participation rate | 0.0% | 71.5%-71.5pp | 81.9%-81.9pp | - |
| Annual return | -6.69% | 15.59%-22.3pp | 68.32%-75.0pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,859-100.0% | - |
| Participant deferral / active EE | $0 | $5,722-100.0% | $7,760-100.0% | - |
| Admin fee / account holder | $475 | $23,877-98.0% | $10,767-95.6% | - |