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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 | $21,023 | $153,769-86.3% | $133,975-84.3% | $273,972-92.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.55% | 36.51%-34.0pp | 29.29%-26.7pp | 41.46%-38.9pp |
| Employer contribution / active EE | $3,788 | $6,029-37.2% | $5,211-27.3% | $4,869-22.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,357 | $11,765-88.5% | $9,324-85.4% | $10,133-86.6% |