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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 | $30,029 | $123,478-75.7% | $216,567-86.1% | $94,015-68.1% |
| Participation rate | 87.5% | 75.1%+12.4pp | 81.6%+5.9pp | 70.8%+16.7pp |
| Annual return | 3.00% | 23.61%-20.6pp | 12.94%-9.9pp | 17.84%-14.8pp |
| Employer contribution / active EE | $2,406 | $3,136-23.3% | $5,216-53.9% | $2,790-13.8% |
| Participant deferral / active EE | $3,756 | $4,556-17.6% | $6,191-39.3% | $4,249-11.6% |
| Admin fee / account holder | $55,023 | $12,753+331.5% | $21,981+150.3% | $8,951+514.7% |