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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 | $16,647 | $106,524-84.4% | $152,301-89.1% | $87,485-81.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 10.45% | 26.89%-16.4pp | 80.50%-70.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,804 | $3,371-46.5% | $4,624-61.0% | $2,596-30.5% |
| Participant deferral / active EE | $4,196 | $6,525-35.7% | $8,004-47.6% | $4,274-1.8% |
| Admin fee / account holder | $1,712 | $8,287-79.3% | $14,398-88.1% | $7,775-78.0% |