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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 | $5,837 | $76,551-92.4% | $123,894-95.3% | $62,881-90.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 44.02% | 18.68%+25.3pp | 47.52%-3.5pp | 20.14%+23.9pp |
| Employer contribution / active EE | $594 | $2,882-79.4% | $4,617-87.1% | $2,281-73.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $371 | $4,826-92.3% | $8,357-95.6% | $4,296-91.4% |