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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 | $24,691 | $185,905-86.7% | $170,057-85.5% | $139,487-82.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.14% | 60.56%-50.4pp | 53.42%-43.3pp | 373.84%-363.7pp |
| Employer contribution / active EE | $5,278 | $7,597-30.5% | $6,790-22.3% | $4,755+11.0% |
| Participant deferral / active EE | $15,778 | $11,627+35.7% | $10,411+51.6% | $6,713+135.1% |
| Admin fee / account holder | $20,610 | $15,397+33.9% | $12,826+60.7% | $11,407+80.7% |