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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 | $23,811 | $94,031-74.7% | $115,768-79.4% | $82,448-71.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 10.58% | 20.61%-10.0pp | 100.46%-89.9pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,572 | $2,323-32.3% | $2,940-46.5% | $2,551-38.4% |
| Participant deferral / active EE | $2,916 | $3,972-26.6% | $4,917-40.7% | $4,139-29.6% |
| Admin fee / account holder | $9,390 | $10,249-8.4% | $12,439-24.5% | $7,234+29.8% |