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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 | $21,343 | $181,896-88.3% | $156,551-86.4% | $273,972-92.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.33% | 30.74%-28.4pp | 32.23%-29.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $2,864 | $6,248-54.2% | $5,501-47.9% | $4,869-41.2% |
| Participant deferral / active EE | $3,000 | $5,550-45.9% | $4,871-38.4% | $5,287-43.3% |
| Admin fee / account holder | $314 | $15,560-98.0% | $13,028-97.6% | $10,133-96.9% |