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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 | $22,173 | $85,766-74.1% | $136,298-83.7% | $70,126-68.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.97% | 31.46%-17.5pp | 5156.27%-5142.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $3,248 | $2,966+9.5% | $4,696-30.8% | $2,343+38.7% |
| Participant deferral / active EE | $5,032 | $5,051-0.4% | $6,247-19.5% | $3,332+51.0% |
| Admin fee / account holder | $1,339 | $5,421-75.3% | $9,244-85.5% | $4,645-71.2% |