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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 | $106,864-84.4% | $147,318-88.7% | $82,637-79.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.27% | 27.49%-14.2pp | 70.43%-57.2pp | 53.51%-40.2pp |
| Employer contribution / active EE | $2,911 | $3,417-14.8% | $4,593-36.6% | $2,552+14.1% |
| Participant deferral / active EE | $2,725 | $6,496-58.1% | $7,906-65.5% | $4,126-34.0% |
| Admin fee / account holder | $793 | $8,415-90.6% | $13,708-94.2% | $7,339-89.2% |