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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 | $6,142 | $123,155-95.0% | $108,753-94.4% | $155,188-96.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 5.91% | 44.73%-38.8pp | 37.47%-31.6pp | 148.84%-142.9pp |
| Employer contribution / active EE | $1,694 | $2,811-39.7% | $2,427-30.2% | $4,248-60.1% |
| Participant deferral / active EE | $1,337 | $4,623-71.1% | $4,115-67.5% | $6,531-79.5% |
| Admin fee / account holder | $3,646 | $12,126-69.9% | $10,320-64.7% | $14,480-74.8% |