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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 | $28,547 | $181,896-84.3% | $156,551-81.8% | $273,972-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.59% | 30.74%-28.2pp | 32.23%-29.6pp | 41.46%-38.9pp |
| Employer contribution / active EE | $5,353 | $6,248-14.3% | $5,501-2.7% | $4,869+9.9% |
| Participant deferral / active EE | $3,191 | $5,550-42.5% | $4,871-34.5% | $5,287-39.7% |
| Admin fee / account holder | $529 | $15,560-96.6% | $13,028-95.9% | $10,133-94.8% |