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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 | $6,356 | $136,860-95.4% | $120,344-94.7% | $154,746-95.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 7.78% | 21.38%-13.6pp | 20.30%-12.5pp | 172.34%-164.6pp |
| Employer contribution / active EE | $1,425 | $3,533-59.7% | $3,020-52.8% | $4,379-67.5% |
| Participant deferral / active EE | $2,344 | $5,793-59.5% | $5,135-54.4% | $6,730-65.2% |
| Admin fee / account holder | $1,278 | $15,393-91.7% | $12,742-90.0% | $14,365-91.1% |