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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 | $3,996 | $126,661-96.8% | $113,397-96.5% | $138,895-97.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 3.88% | 25.05%-21.2pp | 23.20%-19.3pp | 145.39%-141.5pp |
| Employer contribution / active EE | $1,755 | $3,456-49.2% | $2,977-41.1% | $4,194-58.2% |
| Participant deferral / active EE | $3,431 | $5,693-39.7% | $5,076-32.4% | $6,396-46.4% |
| Admin fee / account holder | $34,107 | $14,549+134.4% | $11,957+185.2% | $12,562+171.5% |