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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 | $12,749 | $117,829-89.2% | $102,423-87.6% | $145,877-91.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.37% | 31.83%-23.5pp | 29.42%-21.1pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,434 | $3,615-60.3% | $3,023-52.6% | $4,663-69.3% |
| Participant deferral / active EE | $7,773 | $5,732+35.6% | $5,054+53.8% | $6,691+16.2% |
| Admin fee / account holder | $2,021 | $13,335-84.8% | $9,455-78.6% | $13,402-84.9% |