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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 | $18,335 | $199,109-90.8% | $173,730-89.4% | $154,746-88.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 8.68% | 20.02%-11.3pp | 19.96%-11.3pp | 172.34%-163.7pp |
| Employer contribution / active EE | $3,127 | $5,311-41.1% | $4,577-31.7% | $4,379-28.6% |
| Participant deferral / active EE | $4,376 | $7,113-38.5% | $6,326-30.8% | $6,730-35.0% |
| Admin fee / account holder | $890 | $20,916-95.7% | $17,523-94.9% | $14,365-93.8% |