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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 | $10,287 | $124,425-91.7% | $112,040-90.8% | $137,256-92.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.59% | 24.72%-16.1pp | 24.52%-15.9pp | 220.34%-211.8pp |
| Employer contribution / active EE | $2,563 | $3,411-24.9% | $2,954-13.2% | $4,156-38.3% |
| Participant deferral / active EE | $5,893 | $5,718+3.1% | $5,098+15.6% | $6,407-8.0% |
| Admin fee / account holder | $22,638 | $15,207+48.9% | $12,098+87.1% | $12,270+84.5% |