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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 | $17,387 | $201,370-91.4% | $184,256-90.6% | $145,897-88.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.04% | 29.05%-23.0pp | 28.85%-22.8pp | 552.29%-546.3pp |
| Employer contribution / active EE | $1,949 | $7,024-72.2% | $6,427-69.7% | $4,663-58.2% |
| Participant deferral / active EE | $4,235 | $9,808-56.8% | $9,133-53.6% | $6,689-36.7% |
| Admin fee / account holder | $1,982 | $16,364-87.9% | $13,899-85.7% | $13,390-85.2% |