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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 | $25,040 | $91,559-72.7% | $133,978-81.3% | $79,856-68.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.94% | 61.85%-51.9pp | 45.10%-35.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,250 | $2,384-47.6% | $3,919-68.1% | $2,471-49.4% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,063 | $6,321-83.2% | $8,930-88.1% | $5,306-80.0% |