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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 | $1,661 | $112,729-98.5% | $98,716-98.3% | $137,256-98.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.00% | 38.48%-30.5pp | 31.81%-23.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $972 | $2,725-64.3% | $2,279-57.4% | $4,156-76.6% |
| Participant deferral / active EE | $1,975 | $4,640-57.4% | $4,048-51.2% | $6,407-69.2% |
| Admin fee / account holder | $2,883 | $10,129-71.5% | $8,703-66.9% | $12,270-76.5% |