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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 | $27,510 | $213,785-87.1% | $185,441-85.2% | $155,188-82.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 5.81% | 19.97%-14.2pp | 20.16%-14.4pp | 148.84%-143.0pp |
| Employer contribution / active EE | $2,655 | $5,393-50.8% | $4,672-43.2% | $4,248-37.5% |
| Participant deferral / active EE | $8,774 | $6,864+27.8% | $6,152+42.6% | $6,531+34.3% |
| Admin fee / account holder | $488 | $21,134-97.7% | $17,890-97.3% | $14,480-96.6% |