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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 | $20,804 | $136,860-84.8% | $120,344-82.7% | $154,746-86.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 3.44% | 21.38%-17.9pp | 20.30%-16.9pp | 172.34%-168.9pp |
| Employer contribution / active EE | $1,507 | $3,533-57.3% | $3,020-50.1% | $4,379-65.6% |
| Participant deferral / active EE | $2,710 | $5,793-53.2% | $5,135-47.2% | $6,730-59.7% |
| Admin fee / account holder | $35,805 | $15,393+132.6% | $12,742+181.0% | $14,365+149.2% |