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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 | $21,679 | $98,776-78.1% | $149,745-85.5% | $79,856-72.9% |
| Participation rate | 98.1% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.5pp |
| Annual return | 3.10% | 27.38%-24.3pp | 276.72%-273.6pp | 31.71%-28.6pp |
| Employer contribution / active EE | $1,852 | $3,217-42.4% | $4,646-60.1% | $2,471-25.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,318 | $6,053-78.2% | $9,312-85.8% | $5,306-75.2% |