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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 | $25,417 | $91,559-72.2% | $133,971-81.0% | $79,852-68.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.13% | 61.85%-51.7pp | 45.09%-35.0pp | 31.72%-21.6pp |
| Employer contribution / active EE | $1,919 | $2,384-19.5% | $3,919-51.0% | $2,471-22.4% |
| Participant deferral / active EE | $2,983 | $3,734-20.1% | $5,047-40.9% | $3,740-20.3% |
| Admin fee / account holder | $5,282 | $6,321-16.4% | $8,929-40.8% | $5,306-0.5% |