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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 | $15,731 | $85,766-81.7% | $136,298-88.5% | $70,126-77.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.62% | 31.46%-22.8pp | 5156.27%-5147.6pp | 73.15%-64.5pp |
| Employer contribution / active EE | $2,484 | $2,966-16.3% | $4,696-47.1% | $2,343+6.0% |
| Participant deferral / active EE | $2,790 | $5,051-44.8% | $6,247-55.3% | $3,332-16.3% |
| Admin fee / account holder | $2,354 | $5,421-56.6% | $9,244-74.5% | $4,645-49.3% |