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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 | $12,027 | $72,273-83.4% | $101,275-88.1% | $79,856-84.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.19% | 22.30%-13.1pp | 46.48%-37.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,778 | $2,691+3.2% | $3,660-24.1% | $2,471+12.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,694 | $4,401-16.1% | $5,948-37.9% | $5,306-30.4% |