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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 | $1,978 | $107,809-98.2% | $97,032-98.0% | $155,188-98.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 6.04% | 38.06%-32.0pp | 35.38%-29.3pp | 148.84%-142.8pp |
| Employer contribution / active EE | $1,434 | $2,911-50.8% | $2,629-45.5% | $4,248-66.2% |
| Participant deferral / active EE | $1,682 | $5,129-67.2% | $4,672-64.0% | $6,531-74.3% |
| Admin fee / account holder | $17,476 | $10,717+63.1% | $9,418+85.6% | $14,480+20.7% |