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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 | $72,227 | $258,723-72.1% | $247,553-70.8% | $285,997-74.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 3.43% | 34.49%-31.1pp | 32.33%-28.9pp | 24.44%-21.0pp |
| Employer contribution / active EE | $23,194 | $36,001-35.6% | $33,960-31.7% | $41,348-43.9% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $572 | $10,641-94.6% | $10,141-94.4% | $22,013-97.4% |