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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 | $24,848 | $196,972-87.4% | $182,262-86.4% | $198,609-87.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 4.50% | 158.27%-153.8pp | 140.60%-136.1pp | 202.70%-198.2pp |
| Employer contribution / active EE | $3,656 | $5,364-31.8% | $5,046-27.5% | $5,055-27.7% |
| Participant deferral / active EE | $5,847 | $8,643-32.3% | $8,276-29.4% | $6,977-16.2% |
| Admin fee / account holder | $18,422 | $18,4290% | $16,712+10.2% | $19,030-3.2% |