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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 | $11,002 | $124,330-91.2% | $109,173-89.9% | $167,536-93.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.80% | 26.04%-21.2pp | 25.75%-21.0pp | 478.82%-474.0pp |
| Employer contribution / active EE | $2,447 | $4,209-41.9% | $3,723-34.3% | $4,839-49.4% |
| Participant deferral / active EE | $4,626 | $5,256-12.0% | $4,654-0.6% | $6,342-27.1% |
| Admin fee / account holder | $18,517 | $7,974+132.2% | $6,755+174.1% | $12,315+50.4% |