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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 | $60,780 | $262,251-76.8% | $250,986-75.8% | $287,034-78.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 1.53% | 34.49%-33.0pp | 32.33%-30.8pp | 24.44%-22.9pp |
| Employer contribution / active EE | $15,604 | $35,997-56.7% | $33,956-54.0% | $41,344-62.3% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $401 | $10,641-96.2% | $10,141-96.0% | $22,013-98.2% |