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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 | $22,863 | $124,346-81.6% | $111,308-79.5% | $167,536-86.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.06% | 37.45%-19.4pp | 54.67%-36.6pp | 478.82%-460.8pp |
| Employer contribution / active EE | $3,157 | $3,437-8.1% | $2,732+15.6% | $4,839-34.8% |
| Participant deferral / active EE | $2,852 | $5,182-45.0% | $4,487-36.4% | $6,342-55.0% |
| Admin fee / account holder | $1,456 | $10,621-86.3% | $7,965-81.7% | $12,315-88.2% |