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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 | $12,434 | $87,546-85.8% | $75,784-83.6% | $125,389-90.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 8.79% | 13.49%-4.7pp | 9.68%-0.9pp | 282.24%-273.5pp |
| Employer contribution / active EE | $1,548 | $3,930-60.6% | $3,323-53.4% | $4,866-68.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $849 | $6,503-87.0% | $5,300-84.0% | $9,541-91.1% |