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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 | $22,119 | $67,411-67.2% | $91,004-75.7% | $70,126-68.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 11.39% | -40.16%+51.6pp | 4.60%+6.8pp | 73.15%-61.8pp |
| Employer contribution / active EE | $1,143 | $1,786-36.0% | $2,456-53.5% | $2,343-51.2% |
| Participant deferral / active EE | $1,371 | $2,823-51.4% | $3,548-61.4% | $3,332-58.9% |
| Admin fee / account holder | $395 | $4,236-90.7% | $5,417-92.7% | $4,645-91.5% |