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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 | $26,150 | $213,785-87.8% | $185,441-85.9% | $155,188-83.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 3.09% | 19.97%-16.9pp | 20.16%-17.1pp | 148.84%-145.7pp |
| Employer contribution / active EE | $1,783 | $5,393-66.9% | $4,672-61.8% | $4,248-58.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $368 | $21,134-98.3% | $17,890-97.9% | $14,480-97.5% |