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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 | $18,871 | $86,940-78.3% | $102,434-81.6% | $80,935-76.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 6.37% | 18.89%-12.5pp | 29.46%-23.1pp | 35.66%-29.3pp |
| Employer contribution / active EE | $1,389 | $2,370-41.4% | $3,023-54.1% | $2,757-49.6% |
| Participant deferral / active EE | $2,321 | $4,121-43.7% | $5,055-54.1% | $4,299-46.0% |
| Admin fee / account holder | $1,096 | $8,047-86.4% | $9,462-88.4% | $6,924-84.2% |