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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 | $13,913 | $118,488-88.3% | $98,462-85.9% | $139,487-90.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 3.59% | 18.96%-15.4pp | 21.17%-17.6pp | 373.84%-370.3pp |
| Employer contribution / active EE | $1,814 | $3,611-49.8% | $3,049-40.5% | $4,755-61.9% |
| Participant deferral / active EE | $4,022 | $5,393-25.4% | $4,738-15.1% | $6,713-40.1% |
| Admin fee / account holder | $1,483 | $13,868-89.3% | $8,875-83.3% | $11,407-87.0% |