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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 | $13,502 | $124,425-89.1% | $112,040-87.9% | $137,256-90.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 3.16% | 24.72%-21.6pp | 24.52%-21.4pp | 220.34%-217.2pp |
| Employer contribution / active EE | $2,322 | $3,411-31.9% | $2,954-21.4% | $4,156-44.1% |
| Participant deferral / active EE | $2,551 | $5,718-55.4% | $5,098-50.0% | $6,407-60.2% |
| Admin fee / account holder | $6,018 | $15,207-60.4% | $12,098-50.3% | $12,270-51.0% |