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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 | $65,997 | $354,213-81.4% | $568,132-88.4% | $254,542-74.1% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 47.3%+52.7pp |
| Annual return | 3.29% | 12.49%-9.2pp | 14.64%-11.4pp | 12.16%-8.9pp |
| Employer contribution / active EE | $33,500 | $52,238-35.9% | $41,831-19.9% | $44,747-25.1% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $331 | $5,274-93.7% | $36,942-99.1% | $17,640-98.1% |