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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 | $4,278 | $87,166-95.1% | $76,735-94.4% | $137,256-96.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 5.74% | 26.50%-20.8pp | 29.77%-24.0pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,065 | $2,904-63.3% | $2,454-56.6% | $4,156-74.4% |
| Participant deferral / active EE | $1,699 | $4,726-64.0% | $4,088-58.4% | $6,407-73.5% |
| Admin fee / account holder | $827 | $8,403-90.2% | $7,189-88.5% | $12,270-93.3% |