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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 | $8,580 | $115,225-92.6% | $100,712-91.5% | $138,895-93.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 1.41% | 40.35%-38.9pp | 33.27%-31.9pp | 145.39%-144.0pp |
| Employer contribution / active EE | $1,396 | $2,771-49.6% | $2,313-39.6% | $4,194-66.7% |
| Participant deferral / active EE | $2,087 | $4,699-55.6% | $4,085-48.9% | $6,396-67.4% |
| Admin fee / account holder | $690 | $10,844-93.6% | $9,256-92.6% | $12,562-94.5% |