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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 | $34,977 | $123,793-71.7% | $177,848-80.3% | $79,856-56.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 2.46% | 22.82%-20.4pp | 48.33%-45.9pp | 31.71%-29.3pp |
| Employer contribution / active EE | $1,280 | $4,095-68.7% | $5,919-78.4% | $2,471-48.2% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,306 | $7,243+28.5% | $12,431-25.1% | $5,306+75.4% |