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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 | $17,105 | $108,825-84.3% | $156,181-89.0% | $82,448-79.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.11% | 20.59%-8.5pp | 64.87%-52.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,677 | $2,870-41.6% | $4,294-60.9% | $2,551-34.3% |
| Participant deferral / active EE | $3,402 | $4,577-25.7% | $6,132-44.5% | $4,139-17.8% |
| Admin fee / account holder | $6,279 | $9,341-32.8% | $14,586-57.0% | $7,234-13.2% |