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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 | $8,480 | $123,155-93.1% | $108,753-92.2% | $155,188-94.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 4.75% | 44.73%-40.0pp | 37.47%-32.7pp | 148.84%-144.1pp |
| Employer contribution / active EE | $1,859 | $2,811-33.9% | $2,427-23.4% | $4,248-56.2% |
| Participant deferral / active EE | $2,351 | $4,623-49.2% | $4,115-42.9% | $6,531-64.0% |
| Admin fee / account holder | $893 | $12,126-92.6% | $10,320-91.3% | $14,480-93.8% |