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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 | $126,661-89.1% | $113,397-87.8% | $138,895-90.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 8.31% | 25.05%-16.7pp | 23.20%-14.9pp | 145.39%-137.1pp |
| Employer contribution / active EE | $1,636 | $3,456-52.7% | $2,977-45.1% | $4,194-61.0% |
| Participant deferral / active EE | $3,835 | $5,693-32.6% | $5,076-24.4% | $6,396-40.0% |
| Admin fee / account holder | $1,683 | $14,549-88.4% | $11,957-85.9% | $12,562-86.6% |