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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 | $30,612 | $95,404-67.9% | $113,397-73.0% | $82,637-63.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.97% | 19.08%-9.1pp | 23.20%-13.2pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,230 | $2,307-46.7% | $2,977-58.7% | $2,552-51.8% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,287 | $9,168-75.1% | $11,957-80.9% | $7,339-68.8% |