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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 | $21,329 | $212,386-90.0% | $199,883-89.3% | $138,895-84.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 5.44% | 47.75%-42.3pp | 43.81%-38.4pp | 145.39%-140.0pp |
| Employer contribution / active EE | $3,482 | $6,625-47.4% | $6,261-44.4% | $4,194-17.0% |
| Participant deferral / active EE | $6,855 | $9,617-28.7% | $9,138-25.0% | $6,396+7.2% |
| Admin fee / account holder | $10,419 | $18,233-42.9% | $17,268-39.7% | $12,562-17.1% |