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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 | $243,469 | $340,249-28.4% | $329,695-26.2% | $330,599-26.4% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | 1.44% | 10.01%-8.6pp | 9.82%-8.4pp | 13.05%-11.6pp |
| Employer contribution / active EE | $37,695 | $31,912+18.1% | $30,322+24.3% | $37,664+0.1% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $5,389 | $60,407-91.1% | $53,840-90.0% | $31,365-82.8% |