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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 | $30,679 | $153,769-80.0% | $133,975-77.1% | $273,972-88.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 1.09% | 36.51%-35.4pp | 29.29%-28.2pp | 41.46%-40.4pp |
| Employer contribution / active EE | $1,876 | $6,029-68.9% | $5,211-64.0% | $4,869-61.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,168 | $11,765-5.1% | $9,324+19.8% | $10,133+10.2% |