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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 | $31,427 | $100,003-68.6% | $146,685-78.6% | $85,856-63.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 4.47% | 18.93%-14.5pp | 22.75%-18.3pp | 318.58%-314.1pp |
| Employer contribution / active EE | $3,226 | $2,559+26.0% | $4,137-22.0% | $2,565+25.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,507-100.0% | $3,952-100.0% |
| Admin fee / account holder | $952 | $7,704-87.6% | $10,281-90.7% | $6,261-84.8% |