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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 | $29,942 | $181,896-83.5% | $156,551-80.9% | $273,972-89.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.78% | 30.74%-29.0pp | 32.23%-30.5pp | 41.46%-39.7pp |
| Employer contribution / active EE | $3,070 | $6,248-50.9% | $5,501-44.2% | $4,869-36.9% |
| Participant deferral / active EE | $3,070 | $5,550-44.7% | $4,871-37.0% | $5,287-41.9% |
| Admin fee / account holder | $12,246 | $15,560-21.3% | $13,028-6.0% | $10,133+20.9% |