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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 | $3,216 | $118,496-97.3% | $98,461-96.7% | $139,466-97.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.23% | 18.96%-13.7pp | 21.17%-15.9pp | 373.66%-368.4pp |
| Employer contribution / active EE | $1,798 | $3,611-50.2% | $3,049-41.0% | $4,754-62.2% |
| Participant deferral / active EE | $3,561 | $5,393-34.0% | $4,738-24.8% | $6,712-46.9% |
| Admin fee / account holder | $8,920 | $14,056-36.5% | $8,961-0.5% | $11,409-21.8% |