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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 | $19,009 | $88,707-78.6% | $74,184-74.4% | $273,972-93.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.08% | 11.94%-12.0pp | 17.74%-17.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,331 | $3,159-57.9% | $2,370-43.8% | $4,869-72.7% |
| Participant deferral / active EE | $1,889 | $4,212-55.1% | $3,550-46.8% | $5,287-64.3% |
| Admin fee / account holder | $5,262 | $8,717-39.6% | $5,586-5.8% | $10,133-48.1% |