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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 | $18,102 | $117,846-84.6% | $102,434-82.3% | $145,884-87.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.50% | 31.90%-24.4pp | 29.46%-22.0pp | 551.85%-544.3pp |
| Employer contribution / active EE | $2,424 | $3,615-32.9% | $3,023-19.8% | $4,662-48.0% |
| Participant deferral / active EE | $3,661 | $5,733-36.2% | $5,055-27.6% | $6,690-45.3% |
| Admin fee / account holder | $1,563 | $13,356-88.3% | $9,462-83.5% | $13,392-88.3% |