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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 | $22,629 | $201,372-88.8% | $184,260-87.7% | $145,884-84.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.45% | 29.04%-24.6pp | 28.84%-24.4pp | 551.85%-547.4pp |
| Employer contribution / active EE | $4,079 | $7,024-41.9% | $6,427-36.5% | $4,662-12.5% |
| Participant deferral / active EE | $11,857 | $9,808+20.9% | $9,133+29.8% | $6,690+77.2% |
| Admin fee / account holder | $3,835 | $16,362-76.6% | $13,898-72.4% | $13,392-71.4% |