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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 | $4,913 | $161,852-97.0% | $92,240-94.7% | - |
| Participation rate | 0.0% | 64.7%-64.7pp | 76.5%-76.5pp | - |
| Annual return | 5.63% | 7.35%-1.7pp | 176.29%-170.7pp | - |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,680-100.0% | - |
| Participant deferral / active EE | $0 | $2,669-100.0% | $3,897-100.0% | - |
| Admin fee / account holder | $51,231 | $7,254+606.2% | $5,194+886.3% | - |