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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 | $29,476 | $181,896-83.8% | $156,551-81.2% | $273,972-89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.93% | 30.74%-29.8pp | 32.23%-31.3pp | 41.46%-40.5pp |
| Employer contribution / active EE | $5,585 | $6,248-10.6% | $5,501+1.5% | $4,869+14.7% |
| Participant deferral / active EE | $7,166 | $5,550+29.1% | $4,871+47.1% | $5,287+35.5% |
| Admin fee / account holder | $21,338 | $15,560+37.1% | $13,028+63.8% | $10,133+110.6% |