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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 | $10,088 | $138,312-92.7% | $122,979-91.8% | $155,188-93.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 4.85% | 22.06%-17.2pp | 20.12%-15.3pp | 148.84%-144.0pp |
| Employer contribution / active EE | $1,632 | $3,530-53.8% | $3,062-46.7% | $4,248-61.6% |
| Participant deferral / active EE | $4,773 | $5,592-14.7% | $5,003-4.6% | $6,531-26.9% |
| Admin fee / account holder | $40,642 | $15,089+169.3% | $12,864+215.9% | $14,480+180.7% |