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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 | $8,730 | $80,983-89.2% | $96,544-91.0% | $75,177-88.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.15% | 27.05%-14.9pp | 25.88%-13.7pp | 160.75%-148.6pp |
| Employer contribution / active EE | $2,521 | $2,282+10.5% | $2,966-15.0% | $2,671-5.6% |
| Participant deferral / active EE | $1,922 | $3,929-51.1% | $4,851-60.4% | $4,126-53.4% |
| Admin fee / account holder | $3,654 | $6,717-45.6% | $8,254-55.7% | $5,651-35.3% |