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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 | $13,784 | $124,425-88.9% | $112,040-87.7% | $137,256-90.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.31% | 24.72%-16.4pp | 24.52%-16.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,636 | $3,411-52.0% | $2,954-44.6% | $4,156-60.6% |
| Participant deferral / active EE | $3,835 | $5,718-32.9% | $5,098-24.8% | $6,407-40.1% |
| Admin fee / account holder | $1,683 | $15,207-88.9% | $12,098-86.1% | $12,270-86.3% |