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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 | $17,217 | $102,429-83.2% | $147,096-88.3% | $80,925-78.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.47% | 135.02%-123.5pp | 419.75%-408.3pp | 35.65%-24.2pp |
| Employer contribution / active EE | $3,025 | $3,716-18.6% | $4,936-38.7% | $2,756+9.7% |
| Participant deferral / active EE | $4,501 | $6,649-32.3% | $8,071-44.2% | $4,299+4.7% |
| Admin fee / account holder | $1,001 | $7,957-87.4% | $13,005-92.3% | $6,940-85.6% |