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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 | $71,975 | $71,025+1.3% | $219,466-67.2% | $52,729+36.5% |
| Participation rate | 100.0% | 32.7%+67.3pp | 44.6%+55.4pp | 12.6%+87.4pp |
| Annual return | 1.00% | 4.87%-3.9pp | 5.00%-4.0pp | 4.56%-3.6pp |
| Employer contribution / active EE | $35,268 | $14,613+141.4% | $35,918-1.8% | $15,526+127.2% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $727 | $1,874-61.2% | $13,204-94.5% | $1,711-57.5% |