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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 | $15,814 | $86,288-81.7% | $111,306-85.8% | $85,851-81.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 9.00% | 19.99%-11.0pp | 54.67%-45.7pp | 318.63%-309.6pp |
| Employer contribution / active EE | $1,819 | $2,044-11.0% | $2,732-33.4% | $2,565-29.1% |
| Participant deferral / active EE | $2,667 | $3,641-26.8% | $4,488-40.6% | $3,952-32.5% |
| Admin fee / account holder | $7,403 | $8,189-9.6% | $7,966-7.1% | $6,261+18.2% |