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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 | $18,778 | $94,315-80.1% | $239,403-92.2% | $116,462-83.9% |
| Participation rate | 95.7% | 71.7%+24.0pp | 82.2%+13.5pp | 74.7%+21.0pp |
| Annual return | 5.00% | 19.05%-14.1pp | 3.34%+1.7pp | 15.65%-10.7pp |
| Employer contribution / active EE | $2,270 | $1,745+30.1% | $4,656-51.3% | $3,231-29.8% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $4,239-100.0% | $3,836-100.0% |
| Admin fee / account holder | $1,455 | $9,071-84.0% | $21,121-93.1% | $12,754-88.6% |