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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 | $19,605 | $201,344-90.3% | $184,243-89.4% | $145,877-86.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.26% | 29.01%-23.7pp | 28.82%-23.6pp | 551.28%-546.0pp |
| Employer contribution / active EE | $2,421 | $7,022-65.5% | $6,427-62.3% | $4,663-48.1% |
| Participant deferral / active EE | $4,825 | $9,807-50.8% | $9,132-47.2% | $6,691-27.9% |
| Admin fee / account holder | $4,923 | $16,382-69.9% | $13,914-64.6% | $13,402-63.3% |