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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 | $2,708 | $100,279-97.3% | $81,353-96.7% | $145,884-98.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 3.80% | 34.49%-30.7pp | 24.82%-21.0pp | 551.85%-548.1pp |
| Employer contribution / active EE | $2,292 | $2,979-23.1% | $2,464-7.0% | $4,662-50.8% |
| Participant deferral / active EE | $1,396 | $4,611-69.7% | $3,885-64.1% | $6,690-79.1% |
| Admin fee / account holder | $455 | $8,206-94.5% | $5,766-92.1% | $13,392-96.6% |