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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 | $11,185 | $176,794-93.7% | $146,647-92.4% | $167,553-93.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.59% | 24.04%-17.4pp | 22.75%-16.2pp | 478.89%-472.3pp |
| Employer contribution / active EE | $1,956 | $5,161-62.1% | $4,137-52.7% | $4,840-59.6% |
| Participant deferral / active EE | $4,692 | $6,440-27.2% | $5,506-14.8% | $6,343-26.0% |
| Admin fee / account holder | $18,145 | $13,262+36.8% | $10,281+76.5% | $12,316+47.3% |