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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 | $11,688 | $124,425-90.6% | $112,040-89.6% | $137,256-91.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 3.92% | 24.72%-20.8pp | 24.52%-20.6pp | 220.34%-216.4pp |
| Employer contribution / active EE | $2,687 | $3,411-21.2% | $2,954-9.0% | $4,156-35.3% |
| Participant deferral / active EE | $4,661 | $5,718-18.5% | $5,098-8.6% | $6,407-27.3% |
| Admin fee / account holder | $14,839 | $15,207-2.4% | $12,098+22.7% | $12,270+20.9% |