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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 | $5,784 | $176,120-96.7% | $159,487-96.4% | $167,553-96.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -46.16% | 331.95%-378.1pp | 263.71%-309.9pp | 478.89%-525.1pp |
| Employer contribution / active EE | $1,000 | $5,299-81.1% | $4,831-79.3% | $4,840-79.3% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,197 | $12,561-90.5% | $10,804-88.9% | $12,316-90.3% |