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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 | $24,603 | $67,606-63.6% | $82,313-70.1% | $70,124-64.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.54% | 21.57%-15.0pp | 25.88%-19.3pp | 73.14%-66.6pp |
| Employer contribution / active EE | $2,778 | $1,755+58.3% | $2,428+14.4% | $2,342+18.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $468 | $4,512-89.6% | $5,608-91.6% | $4,645-89.9% |