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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 | $18,915 | $124,346-84.8% | $111,308-83.0% | $167,536-88.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.91% | 37.45%-31.5pp | 54.67%-48.8pp | 478.82%-472.9pp |
| Employer contribution / active EE | $863 | $3,437-74.9% | $2,732-68.4% | $4,839-82.2% |
| Participant deferral / active EE | $2,203 | $5,182-57.5% | $4,487-50.9% | $6,342-65.3% |
| Admin fee / account holder | $10,058 | $10,621-5.3% | $7,965+26.3% | $12,315-18.3% |