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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 | $112,729-92.5% | $98,716-91.4% | $137,256-93.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 4.75% | 38.48%-33.7pp | 31.81%-27.1pp | 220.34%-215.6pp |
| Employer contribution / active EE | $1,859 | $2,725-31.8% | $2,279-18.4% | $4,156-55.3% |
| Participant deferral / active EE | $2,351 | $4,640-49.3% | $4,048-41.9% | $6,407-63.3% |
| Admin fee / account holder | $893 | $10,129-91.2% | $8,703-89.7% | $12,270-92.7% |