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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 | $20,824 | $124,346-83.3% | $111,308-81.3% | $167,536-87.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.43% | 37.45%-29.0pp | 54.67%-46.2pp | 478.82%-470.4pp |
| Employer contribution / active EE | $1,146 | $3,437-66.7% | $2,732-58.0% | $4,839-76.3% |
| Participant deferral / active EE | $2,362 | $5,182-54.4% | $4,487-47.4% | $6,342-62.8% |
| Admin fee / account holder | $9,024 | $10,621-15.0% | $7,965+13.3% | $12,315-26.7% |