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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 | $20,027 | $153,311-86.9% | $109,313-81.7% | $273,972-92.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -0.93% | 29.86%-30.8pp | 22.07%-23.0pp | 41.46%-42.4pp |
| Employer contribution / active EE | $816 | $5,619-85.5% | $3,892-79.0% | $4,869-83.2% |
| Participant deferral / active EE | $3,316 | $3,932-15.7% | $3,166+4.7% | $5,287-37.3% |
| Admin fee / account holder | $629 | $8,076-92.2% | $5,666-88.9% | $10,133-93.8% |