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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,203 | $306,023-83.6% | $306,023-83.6% | $309,303-83.8% |
| Participation rate | 90.0% | 99.6%-9.6pp | 99.6%-9.6pp | 96.2%-6.2pp |
| Annual return | -1.02% | 10.35%-11.4pp | 10.51%-11.5pp | 6.50%-7.5pp |
| Employer contribution / active EE | $12,833 | $33,877-62.1% | $34,401-62.7% | $25,613-49.9% |
| Participant deferral / active EE | $5,622 | $8,201-31.5% | $7,898-28.8% | $6,481-13.3% |
| Admin fee / account holder | $326 | $17,975-98.2% | $17,975-98.2% | $31,748-99.0% |