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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 | $18,822 | $117,895-84.0% | $102,460-81.6% | $145,897-87.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.81% | 31.92%-26.1pp | 29.47%-23.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $3,452 | $3,619-4.6% | $3,025+14.1% | $4,663-26.0% |
| Participant deferral / active EE | $5,829 | $5,736+1.6% | $5,056+15.3% | $6,689-12.9% |
| Admin fee / account holder | $15,856 | $13,353+18.7% | $9,460+67.6% | $13,390+18.4% |