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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 | $19,224 | $76,367-74.8% | $93,614-79.5% | $72,983-73.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 15.47% | 25.82%-10.3pp | 32.76%-17.3pp | 81.01%-65.5pp |
| Employer contribution / active EE | $4,184 | $2,275+83.9% | $2,718+53.9% | $2,440+71.5% |
| Participant deferral / active EE | $3,932 | $3,538+11.1% | $4,069-3.4% | $3,608+9.0% |
| Admin fee / account holder | $11,530 | $6,838+68.6% | $7,889+46.1% | $5,124+125.0% |