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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 | $17,388 | $149,778-88.4% | $118,946-85.4% | $158,966-89.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 5.22% | 19.95%-14.7pp | 35.89%-30.7pp | 302.95%-297.7pp |
| Employer contribution / active EE | $4,760 | $4,117+15.6% | $3,263+45.9% | $4,762-0.1% |
| Participant deferral / active EE | $7,290 | $5,225+39.5% | $4,266+70.9% | $5,983+21.8% |
| Admin fee / account holder | $45,014 | $8,604+423.2% | $6,581+584.0% | $11,250+300.1% |