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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 | $20,212 | $93,598-78.4% | $135,974-85.1% | $75,173-73.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.21% | 30.89%-17.7pp | 68.30%-55.1pp | 160.72%-147.5pp |
| Employer contribution / active EE | $6,633 | $3,538+87.5% | $4,859+36.5% | $2,671+148.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $491 | $6,978-93.0% | $10,767-95.4% | $5,651-91.3% |