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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 | $77,492-75.9% | $100,398-81.4% | $80,911-76.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 9.73% | 37.23%-27.5pp | 49.32%-39.6pp | 35.63%-25.9pp |
| Employer contribution / active EE | $3,161 | $2,800+12.9% | $3,946-19.9% | $2,756+14.7% |
| Participant deferral / active EE | $5,182 | $6,817-24.0% | $8,084-35.9% | $4,297+20.6% |
| Admin fee / account holder | $2,016 | $5,892-65.8% | $7,893-74.5% | $6,935-70.9% |