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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 | $185,141-92.5% | $153,416-90.9% | $155,188-91.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 3.23% | 18.72%-15.5pp | 17.84%-14.6pp | 148.84%-145.6pp |
| Employer contribution / active EE | $1,615 | $4,489-64.0% | $3,764-57.1% | $4,248-62.0% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,545 | $16,005-84.1% | $13,095-80.6% | $14,480-82.4% |