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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 | $13,925 | $161,352-91.4% | $134,172-89.6% | $137,256-89.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 3.23% | 28.72%-25.5pp | 25.30%-22.1pp | 220.34%-217.1pp |
| Employer contribution / active EE | $1,615 | $4,099-60.6% | $3,420-52.8% | $4,156-61.1% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,545 | $15,028-83.1% | $12,016-78.8% | $12,270-79.3% |