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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 | $23,410 | $254,759-90.8% | $216,567-89.2% | $198,609-88.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | -90.12% | 10.04%-100.2pp | 12.94%-103.1pp | 202.70%-292.8pp |
| Employer contribution / active EE | $2,745 | $6,096-55.0% | $5,216-47.4% | $5,055-45.7% |
| Participant deferral / active EE | $5,837 | $6,948-16.0% | $6,191-5.7% | $6,977-16.3% |
| Admin fee / account holder | $5,087 | $26,311-80.7% | $21,981-76.9% | $19,030-73.3% |