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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 | $233,696 | $202,389+15.5% | $198,173+17.9% | $248,183-5.8% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 1.92% | 9.90%-8.0pp | 10.16%-8.2pp | 10.21%-8.3pp |
| Employer contribution / active EE | $57,857 | $36,071+60.4% | $33,192+74.3% | $42,272+36.9% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $16,827 | $7,397+127.5% | $7,531+123.5% | $13,518+24.5% |