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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 | $97,550-64.3% | $120,344-71.1% | $87,485-60.2% |
| Participation rate | 96.7% | 72.8%+23.8pp | 76.7%+20.0pp | 68.9%+27.7pp |
| Annual return | 9.75% | 18.41%-8.7pp | 20.30%-10.6pp | 26.06%-16.3pp |
| Employer contribution / active EE | $6,611 | $2,291+188.6% | $3,020+118.9% | $2,596+154.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,874 | $9,543-69.9% | $12,742-77.4% | $7,775-63.0% |