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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 | $21,114 | $80,983-73.9% | $96,544-78.1% | $75,177-71.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 6.00% | 27.05%-21.1pp | 25.88%-19.9pp | 160.75%-154.8pp |
| Employer contribution / active EE | $962 | $2,282-57.9% | $2,966-67.6% | $2,671-64.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $852 | $6,717-87.3% | $8,254-89.7% | $5,651-84.9% |