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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 | $8,519 | $84,236-89.9% | $170,435-95.0% | $70,126-87.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.25% | 23.06%-14.8pp | 205.94%-197.7pp | 73.15%-64.9pp |
| Employer contribution / active EE | $1,167 | $3,387-65.5% | $5,432-78.5% | $2,343-50.2% |
| Participant deferral / active EE | $1,101 | $3,086-64.3% | $4,939-77.7% | $3,332-67.0% |
| Admin fee / account holder | $1,878 | $5,698-67.0% | $13,881-86.5% | $4,645-59.6% |