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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 | $14,881 | $91,559-83.7% | $133,971-88.9% | $79,852-81.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 5.44% | 61.85%-56.4pp | 45.09%-39.7pp | 31.72%-26.3pp |
| Employer contribution / active EE | $1,161 | $2,384-51.3% | $3,919-70.4% | $2,471-53.0% |
| Participant deferral / active EE | $2,937 | $3,734-21.3% | $5,047-41.8% | $3,740-21.5% |
| Admin fee / account holder | $5,568 | $6,321-11.9% | $8,929-37.6% | $5,306+4.9% |