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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 | $234,251 | $317,758-26.3% | $310,574-24.6% | $330,599-29.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 1.36% | 8.10%-6.7pp | 8.04%-6.7pp | 13.05%-11.7pp |
| Employer contribution / active EE | $41,455 | $44,203-6.2% | $42,698-2.9% | $37,652+10.1% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $12,100 | $9,260+30.7% | $8,889+36.1% | $31,365-61.4% |