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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 | $115,579 | $258,723-55.3% | $247,553-53.3% | $285,997-59.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 3.53% | 34.49%-31.0pp | 32.33%-28.8pp | 24.44%-20.9pp |
| Employer contribution / active EE | $22,857 | $36,001-36.5% | $33,960-32.7% | $41,348-44.7% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $460 | $10,641-95.7% | $10,141-95.5% | $22,013-97.9% |