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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 | $15,647 | $101,763-84.6% | $164,866-90.5% | $80,874-80.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 3.31% | 16.73%-13.4pp | 69.97%-66.7pp | 35.62%-32.3pp |
| Employer contribution / active EE | $2,389 | $2,954-19.1% | $4,343-45.0% | $2,756-13.3% |
| Participant deferral / active EE | $4,236 | $4,477-5.4% | $6,033-29.8% | $4,297-1.4% |
| Admin fee / account holder | $791 | $8,228-90.4% | $12,689-93.8% | $6,935-88.6% |