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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 | $1,481 | $102,245-98.6% | $89,340-98.3% | $137,256-98.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.77% | 21.89%-14.1pp | 20.57%-12.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,002 | $2,529-60.4% | $2,231-55.1% | $4,156-75.9% |
| Participant deferral / active EE | $2,633 | $4,436-40.6% | $3,823-31.1% | $6,407-58.9% |
| Admin fee / account holder | $1,063 | $8,085-86.9% | $6,704-84.1% | $12,270-91.3% |