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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 | $15,701 | $232,540-93.2% | $185,117-91.5% | $147,586-89.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 5.60% | 43.03%-37.4pp | 40.50%-34.9pp | 578.59%-573.0pp |
| Employer contribution / active EE | $1,340 | $5,195-74.2% | $4,182-68.0% | $4,876-72.5% |
| Participant deferral / active EE | $2,127 | $5,834-63.5% | $5,045-57.8% | $5,439-60.9% |
| Admin fee / account holder | $2,459 | $10,275-76.1% | $8,159-69.9% | $10,886-77.4% |