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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 | $25,423 | $176,786-85.6% | $146,643-82.7% | $167,536-84.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.90% | 24.04%-15.1pp | 22.75%-13.8pp | 478.82%-469.9pp |
| Employer contribution / active EE | $3,134 | $5,161-39.3% | $4,137-24.2% | $4,839-35.2% |
| Participant deferral / active EE | $3,200 | $6,440-50.3% | $5,506-41.9% | $6,342-49.5% |
| Admin fee / account holder | $37,610 | $13,262+183.6% | $10,280+265.8% | $12,315+205.4% |