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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 | $8,894 | $112,729-92.1% | $98,716-91.0% | $137,256-93.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 2.85% | 38.48%-35.6pp | 31.81%-29.0pp | 220.34%-217.5pp |
| Employer contribution / active EE | $1,832 | $2,725-32.8% | $2,279-19.6% | $4,156-55.9% |
| Participant deferral / active EE | $4,790 | $4,640+3.2% | $4,048+18.3% | $6,407-25.2% |
| Admin fee / account holder | $6,243 | $10,129-38.4% | $8,703-28.3% | $12,270-49.1% |