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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 | $18,362 | $73,978-75.2% | $96,515-81.0% | $75,173-75.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.64% | 26.72%-16.1pp | 35.73%-25.1pp | 160.72%-150.1pp |
| Employer contribution / active EE | $1,185 | $2,931-59.6% | $3,740-68.3% | $2,671-55.6% |
| Participant deferral / active EE | $3,202 | $3,660-12.5% | $4,880-34.4% | $4,126-22.4% |
| Admin fee / account holder | $569 | $5,219-89.1% | $6,735-91.6% | $5,651-89.9% |