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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 | $15,001 | $41,377-63.7% | $109,313-86.3% | $62,881-76.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 4.66% | 11.05%-6.4pp | 22.07%-17.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,342 | $1,276+5.2% | $3,892-65.5% | $2,281-41.2% |
| Participant deferral / active EE | $1,988 | $2,045-2.8% | $3,166-37.2% | $3,203-37.9% |
| Admin fee / account holder | $985 | $2,884-65.8% | $5,666-82.6% | $4,296-77.1% |