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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 | $40,599 | $145,431-72.1% | $211,142-80.8% | $87,485-53.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 11.24% | 27.21%-16.0pp | 46.84%-35.6pp | 26.06%-14.8pp |
| Employer contribution / active EE | $3,776 | $4,662-19.0% | $6,442-41.4% | $2,596+45.4% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,279 | $17,052-51.4% | $19,076-56.6% | $7,775+6.5% |