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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 | $3,515 | $124,425-97.2% | $112,040-96.9% | $137,256-97.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 5.10% | 24.72%-19.6pp | 24.52%-19.4pp | 220.34%-215.2pp |
| Employer contribution / active EE | $1,119 | $3,411-67.2% | $2,954-62.1% | $4,156-73.1% |
| Participant deferral / active EE | $1,927 | $5,718-66.3% | $5,098-62.2% | $6,407-69.9% |
| Admin fee / account holder | $2,885 | $15,207-81.0% | $12,098-76.2% | $12,270-76.5% |