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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 | $43,131 | $132,820-67.5% | $246,988-82.5% | $132,820-67.5% |
| Participation rate | 97.6% | 74.3%+23.3pp | 81.0%+16.6pp | 74.3%+23.3pp |
| Annual return | 4.98% | 14.82%-9.8pp | -2.27%+7.2pp | 14.82%-9.8pp |
| Employer contribution / active EE | $4,893 | $4,144+18.1% | $5,427-9.9% | $4,144+18.1% |
| Participant deferral / active EE | $0 | $3,980-100.0% | $4,120-100.0% | $3,980-100.0% |
| Admin fee / account holder | $2,543 | $11,722-78.3% | $28,383-91.0% | $11,722-78.3% |