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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 | $108,825-72.4% | $156,181-80.8% | $82,448-63.6% |
| Participation rate | 87.5% | 72.4%+15.1pp | 78.8%+8.7pp | 68.1%+19.4pp |
| Annual return | 3.00% | 20.59%-17.6pp | 64.87%-61.9pp | 41.64%-38.6pp |
| Employer contribution / active EE | $2,406 | $2,870-16.2% | $4,294-44.0% | $2,551-5.7% |
| Participant deferral / active EE | $3,756 | $4,577-17.9% | $6,132-38.7% | $4,139-9.3% |
| Admin fee / account holder | $55,023 | $9,341+489.1% | $14,586+277.2% | $7,234+660.6% |