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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 | $6,048 | $123,155-95.1% | $108,753-94.4% | $155,188-96.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 1.39% | 44.73%-43.3pp | 37.47%-36.1pp | 148.84%-147.4pp |
| Employer contribution / active EE | $1,752 | $2,811-37.7% | $2,427-27.8% | $4,248-58.7% |
| Participant deferral / active EE | $3,044 | $4,623-34.1% | $4,115-26.0% | $6,531-53.4% |
| Admin fee / account holder | $1,127 | $12,126-90.7% | $10,320-89.1% | $14,480-92.2% |