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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 | $30,011 | $116,462-74.2% | $116,250-74.2% | $116,462-74.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 73.6%+26.4pp | 74.7%+25.3pp |
| Annual return | 11.37% | 15.65%-4.3pp | -4.11%+15.5pp | 15.65%-4.3pp |
| Employer contribution / active EE | $963 | $3,231-70.2% | $2,865-66.4% | $3,231-70.2% |
| Participant deferral / active EE | $2,277 | $3,836-40.6% | $3,192-28.7% | $3,836-40.6% |
| Admin fee / account holder | $1,812 | $12,754-85.8% | $7,117-74.5% | $12,754-85.8% |