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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 | $36,573 | $109,359-66.6% | $162,185-77.4% | $72,976-49.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 7.97% | 25.46%-17.5pp | 115.61%-107.6pp | 81.02%-73.0pp |
| Employer contribution / active EE | $1,787 | $3,907-54.3% | $5,613-68.2% | $2,440-26.8% |
| Participant deferral / active EE | $2,607 | $5,481-52.4% | $7,297-64.3% | $3,608-27.7% |
| Admin fee / account holder | $2,365 | $7,972-70.3% | $10,844-78.2% | $5,124-53.8% |