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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 | $18,662 | $77,472-75.9% | $100,415-81.4% | $80,959-76.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 9.73% | 37.26%-27.5pp | 49.47%-39.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $3,161 | $2,800+12.9% | $3,943-19.8% | $2,757+14.6% |
| Participant deferral / active EE | $5,182 | $6,818-24.0% | $8,091-36.0% | $4,300+20.5% |
| Admin fee / account holder | $2,016 | $5,885-65.7% | $7,906-74.5% | $6,925-70.9% |