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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 | $15,127 | $78,423-80.7% | $95,964-84.2% | $79,856-81.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 1.33% | 19.37%-18.0pp | 91.64%-90.3pp | 31.71%-30.4pp |
| Employer contribution / active EE | $1,452 | $1,945-25.3% | $2,541-42.9% | $2,471-41.2% |
| Participant deferral / active EE | $1,751 | $3,440-49.1% | $4,167-58.0% | $3,741-53.2% |
| Admin fee / account holder | $1,182 | $5,622-79.0% | $6,797-82.6% | $5,306-77.7% |