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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 | $14,912 | $124,425-88.0% | $112,040-86.7% | $137,256-89.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.77% | 24.72%-15.9pp | 24.52%-15.7pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,065 | $3,411-68.8% | $2,954-63.9% | $4,156-74.4% |
| Participant deferral / active EE | $2,502 | $5,718-56.2% | $5,098-50.9% | $6,407-60.9% |
| Admin fee / account holder | $4,574 | $15,207-69.9% | $12,098-62.2% | $12,270-62.7% |