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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 | $15,347 | $111,301-86.2% | $112,977-86.4% | $158,966-90.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 4.44% | 26.40%-22.0pp | 24.24%-19.8pp | 302.95%-298.5pp |
| Employer contribution / active EE | $3,484 | $4,471-22.1% | $4,255-18.1% | $4,762-26.8% |
| Participant deferral / active EE | $10,351 | $5,880+76.0% | $5,836+77.4% | $5,983+73.0% |
| Admin fee / account holder | $13,120 | $8,392+56.3% | $6,294+108.5% | $11,250+16.6% |