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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 | $22,069 | $77,492-71.5% | $100,398-78.0% | $80,911-72.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 12.26% | 37.23%-25.0pp | 49.32%-37.1pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,730 | $2,800-38.2% | $3,946-56.2% | $2,756-37.2% |
| Participant deferral / active EE | $3,093 | $6,817-54.6% | $8,084-61.7% | $4,297-28.0% |
| Admin fee / account holder | $1,166 | $5,892-80.2% | $7,893-85.2% | $6,935-83.2% |