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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 | $20,726 | $89,367-76.8% | $141,191-85.3% | $72,975-71.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.56% | 111.87%-93.3pp | 71.41%-52.8pp | 81.01%-62.5pp |
| Employer contribution / active EE | $6,693 | $3,115+114.9% | $4,736+41.3% | $2,440+174.3% |
| Participant deferral / active EE | $2,391 | $5,419-55.9% | $6,710-64.4% | $3,608-33.7% |
| Admin fee / account holder | $11,553 | $5,957+94.0% | $10,264+12.6% | $5,124+125.5% |