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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 | $184,014-87.3% | $161,149-85.5% | $138,895-83.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | -90.12% | 21.52%-111.6pp | 21.16%-111.3pp | 145.39%-235.5pp |
| Employer contribution / active EE | $2,745 | $5,055-45.7% | $4,360-37.1% | $4,194-34.6% |
| Participant deferral / active EE | $5,837 | $6,909-15.5% | $6,153-5.1% | $6,396-8.8% |
| Admin fee / account holder | $5,087 | $18,027-71.8% | $15,194-66.5% | $12,562-59.5% |