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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 | $24,208 | $171,492-85.9% | $150,734-83.9% | $198,609-87.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 2.11% | 804.70%-802.6pp | 600.81%-598.7pp | 202.70%-200.6pp |
| Employer contribution / active EE | $1,405 | $5,470-74.3% | $4,918-71.4% | $5,055-72.2% |
| Participant deferral / active EE | $13,914 | $6,259+122.3% | $5,610+148.0% | $6,977+99.4% |
| Admin fee / account holder | $2,652 | $17,628-85.0% | $14,905-82.2% | $19,030-86.1% |