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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 | $23,066 | $87,733-73.7% | $106,555-78.4% | $85,847-73.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.84% | 21.86%-11.0pp | 26.80%-16.0pp | 318.61%-307.8pp |
| Employer contribution / active EE | $1,387 | $2,073-33.1% | $2,819-50.8% | $2,565-45.9% |
| Participant deferral / active EE | $1,788 | $3,469-48.5% | $4,399-59.4% | $3,952-54.8% |
| Admin fee / account holder | $2,959 | $6,767-56.3% | $7,408-60.1% | $6,261-52.7% |