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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 | $18,058 | $117,904-84.7% | $102,457-82.4% | $145,978-87.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.23% | 31.80%-23.6pp | 29.41%-21.2pp | 550.52%-542.3pp |
| Employer contribution / active EE | $2,056 | $3,613-43.1% | $3,022-32.0% | $4,662-55.9% |
| Participant deferral / active EE | $3,410 | $5,733-40.5% | $5,054-32.5% | $6,690-49.0% |
| Admin fee / account holder | $2,775 | $13,329-79.2% | $9,451-70.6% | $13,400-79.3% |