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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 | $7,718 | $124,425-93.8% | $112,040-93.1% | $137,256-94.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.25% | 24.72%-16.5pp | 24.52%-16.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,227 | $3,411-64.0% | $2,954-58.5% | $4,156-70.5% |
| Participant deferral / active EE | $2,230 | $5,718-61.0% | $5,098-56.3% | $6,407-65.2% |
| Admin fee / account holder | $5,971 | $15,207-60.7% | $12,098-50.6% | $12,270-51.3% |