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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 | $154,507 | $212,470-27.3% | $428,620-64.0% | $254,542-39.3% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 5.29% | 21.43%-16.1pp | 20.73%-15.4pp | 12.16%-6.9pp |
| Employer contribution / active EE | $48,583 | $39,472+23.1% | $36,503+33.1% | $44,747+8.6% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $92,923 | $5,476+1596.9% | $7,495+1139.7% | $17,640+426.8% |