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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 | $2,328 | $106,974-97.8% | $90,796-97.4% | $138,895-98.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 5.78% | 20.10%-14.3pp | 19.29%-13.5pp | 145.39%-139.6pp |
| Employer contribution / active EE | $260 | $2,609-90.0% | $2,294-88.7% | $4,194-93.8% |
| Participant deferral / active EE | $887 | $4,455-80.1% | $3,822-76.8% | $6,396-86.1% |
| Admin fee / account holder | $894 | $8,626-89.6% | $7,024-87.3% | $12,562-92.9% |