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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 | $9,819 | $136,860-92.8% | $120,344-91.8% | $154,746-93.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 8.40% | 21.38%-13.0pp | 20.30%-11.9pp | 172.34%-163.9pp |
| Employer contribution / active EE | $1,551 | $3,533-56.1% | $3,020-48.6% | $4,379-64.6% |
| Participant deferral / active EE | $3,317 | $5,793-42.7% | $5,135-35.4% | $6,730-50.7% |
| Admin fee / account holder | $2,552 | $15,393-83.4% | $12,742-80.0% | $14,365-82.2% |