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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 | $17,304 | $76,551-77.4% | $123,894-86.0% | $62,881-72.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.44% | 18.68%-14.2pp | 47.52%-43.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,747 | $2,882-39.4% | $4,617-62.2% | $2,281-23.4% |
| Participant deferral / active EE | $4,157 | $4,840-14.1% | $5,984-30.5% | $3,203+29.8% |
| Admin fee / account holder | $3,283 | $4,826-32.0% | $8,357-60.7% | $4,296-23.6% |