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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 | $3,268 | $156,398-97.9% | $147,318-97.8% | $138,895-97.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.65% | 78.75%-68.1pp | 70.43%-59.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,348 | $4,853-72.2% | $4,593-70.7% | $4,194-67.9% |
| Participant deferral / active EE | $3,345 | $8,237-59.4% | $7,906-57.7% | $6,396-47.7% |
| Admin fee / account holder | $2,193 | $14,976-85.4% | $13,708-84.0% | $12,562-82.5% |