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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 | $115,931-74.1% | $185,441-83.8% | $86,983-65.5% |
| Participation rate | 87.5% | 73.6%+13.9pp | 80.3%+7.2pp | 69.5%+18.0pp |
| Annual return | 3.00% | 21.47%-18.5pp | 20.16%-17.2pp | 25.83%-22.8pp |
| Employer contribution / active EE | $2,406 | $2,937-18.1% | $4,672-48.5% | $2,584-6.9% |
| Participant deferral / active EE | $3,756 | $4,551-17.5% | $6,152-38.9% | $4,194-10.4% |
| Admin fee / account holder | $55,023 | $10,687+414.9% | $17,890+207.6% | $7,856+600.4% |