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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 | $16,079 | $181,896-91.2% | $156,551-89.7% | $273,972-94.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.99% | 30.74%-29.8pp | 32.23%-31.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $2,048 | $6,248-67.2% | $5,501-62.8% | $4,869-57.9% |
| Participant deferral / active EE | $5,914 | $5,550+6.5% | $4,871+21.4% | $5,287+11.8% |
| Admin fee / account holder | $950 | $15,560-93.9% | $13,028-92.7% | $10,133-90.6% |