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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 | $11,406 | $138,312-91.8% | $122,979-90.7% | $155,188-92.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 3.49% | 22.06%-18.6pp | 20.12%-16.6pp | 148.84%-145.3pp |
| Employer contribution / active EE | $1,432 | $3,530-59.4% | $3,062-53.2% | $4,248-66.3% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,960 | $15,089-87.0% | $12,864-84.8% | $14,480-86.5% |