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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 | $106,974-98.6% | $90,796-98.4% | $138,895-98.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 7.77% | 20.10%-12.3pp | 19.29%-11.5pp | 145.39%-137.6pp |
| Employer contribution / active EE | $1,002 | $2,609-61.6% | $2,294-56.3% | $4,194-76.1% |
| Participant deferral / active EE | $2,633 | $4,455-40.9% | $3,822-31.1% | $6,396-58.8% |
| Admin fee / account holder | $1,063 | $8,626-87.7% | $7,024-84.9% | $12,562-91.5% |