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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 | $16,631 | $106,749-84.4% | $145,433-88.6% | $82,448-79.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.27% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,911 | $3,444-15.5% | $4,554-36.1% | $2,551+14.1% |
| Participant deferral / active EE | $2,725 | $6,519-58.2% | $7,897-65.5% | $4,139-34.2% |
| Admin fee / account holder | $793 | $8,390-90.5% | $13,129-94.0% | $7,234-89.0% |