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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 | $34,830 | $104,098-66.5% | $140,514-75.2% | $94,015-63.0% |
| Participation rate | 96.7% | 73.7%+23.0pp | 77.8%+18.9pp | 70.8%+25.8pp |
| Annual return | 9.75% | 15.14%-5.4pp | 14.36%-4.6pp | 17.84%-8.1pp |
| Employer contribution / active EE | $6,611 | $2,388+176.8% | $3,378+95.7% | $2,790+136.9% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,874 | $10,439-72.5% | $13,697-79.0% | $8,951-67.9% |