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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 | $12,568 | $183,627-93.2% | $155,602-91.9% | $145,978-91.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.55% | 61.32%-43.8pp | 64.81%-47.3pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,105 | $5,316-60.4% | $4,675-55.0% | $4,662-54.9% |
| Participant deferral / active EE | $2,581 | $6,466-60.1% | $5,629-54.1% | $6,690-61.4% |
| Admin fee / account holder | $1,550 | $19,327-92.0% | $15,923-90.3% | $13,400-88.4% |