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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 | $14,446 | $88,672-83.7% | $105,223-86.3% | $82,448-82.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.77% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,433 | $3,048-20.2% | $3,689-34.0% | $2,551-4.6% |
| Participant deferral / active EE | $6,655 | $4,036+64.9% | $5,072+31.2% | $4,139+60.8% |
| Admin fee / account holder | $9,555 | $7,146+33.7% | $8,859+7.9% | $7,234+32.1% |