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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 | $10,413 | $110,240-90.6% | $96,544-89.2% | $139,487-92.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.45% | 26.41%-19.0pp | 25.88%-18.4pp | 373.84%-366.4pp |
| Employer contribution / active EE | $2,326 | $3,622-35.8% | $2,966-21.6% | $4,755-51.1% |
| Participant deferral / active EE | $3,358 | $5,549-39.5% | $4,851-30.8% | $6,713-50.0% |
| Admin fee / account holder | $9,023 | $11,602-22.2% | $8,254+9.3% | $11,407-20.9% |