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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 | $26,112 | $101,795-74.3% | $165,100-84.2% | $80,959-67.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 9.24% | 16.73%-7.5pp | 70.21%-61.0pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,245 | $2,954-57.8% | $4,348-71.4% | $2,757-54.8% |
| Participant deferral / active EE | $2,711 | $4,476-39.4% | $6,035-55.1% | $4,300-37.0% |
| Admin fee / account holder | $1,386 | $8,221-83.1% | $12,696-89.1% | $6,925-80.0% |