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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 | $49,593 | $179,235-72.3% | $161,646-69.3% | $254,542-80.5% |
| Participation rate | 95.2% | 19.5%+75.7pp | 15.5%+79.7pp | 47.4%+47.9pp |
| Annual return | 1.38% | 12.78%-11.4pp | 12.93%-11.6pp | 12.16%-10.8pp |
| Employer contribution / active EE | $10,459 | $42,142-75.2% | $35,210-70.3% | $44,747-76.6% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $18,793 | $5,275+256.3% | $4,659+303.4% | $17,640+6.5% |