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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 | $26,453 | $239,571-89.0% | $183,328-85.6% | $137,256-80.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 8.12% | 35.69%-27.6pp | 29.67%-21.6pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,831 | $6,148-53.9% | $5,055-44.0% | $4,156-31.9% |
| Participant deferral / active EE | $2,831 | $7,995-64.6% | $6,795-58.3% | $6,407-55.8% |
| Admin fee / account holder | $20,073 | $30,059-33.2% | $21,427-6.3% | $12,270+63.6% |