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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 | $22,710 | $58,828-61.4% | $78,002-70.9% | $62,881-63.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 2.75% | 17.16%-14.4pp | 425.99%-423.2pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,133 | $1,672-32.2% | $2,470-54.1% | $2,281-50.3% |
| Participant deferral / active EE | $1,452 | $2,686-45.9% | $3,497-58.5% | $3,203-54.7% |
| Admin fee / account holder | $1,723 | $4,393-60.8% | $5,481-68.6% | $4,296-59.9% |