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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 | $29,918 | $101,795-70.6% | $165,100-81.9% | $80,959-63.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 7.48% | 16.73%-9.2pp | 70.21%-62.7pp | 35.67%-28.2pp |
| Employer contribution / active EE | $1,828 | $2,954-38.1% | $4,348-58.0% | $2,757-33.7% |
| Participant deferral / active EE | $2,909 | $4,476-35.0% | $6,035-51.8% | $4,300-32.4% |
| Admin fee / account holder | $17,734 | $8,221+115.7% | $12,696+39.7% | $6,925+156.1% |