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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 | $6,857 | $84,570-91.9% | $85,946-92.0% | $155,188-95.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | -0.10% | 35.96%-36.1pp | 31.33%-31.4pp | 148.84%-148.9pp |
| Employer contribution / active EE | $1,581 | $4,651-66.0% | $4,539-65.2% | $4,248-62.8% |
| Participant deferral / active EE | $1,393 | $5,847-76.2% | $5,465-74.5% | $6,531-78.7% |
| Admin fee / account holder | $683 | $12,225-94.4% | $11,250-93.9% | $14,480-95.3% |