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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 | $126,661-88.2% | $113,397-86.8% | $138,895-89.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 8.77% | 25.05%-16.3pp | 23.20%-14.4pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,065 | $3,456-69.2% | $2,977-64.2% | $4,194-74.6% |
| Participant deferral / active EE | $2,502 | $5,693-56.0% | $5,076-50.7% | $6,396-60.9% |
| Admin fee / account holder | $4,574 | $14,549-68.6% | $11,957-61.7% | $12,562-63.6% |