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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 | $7,194 | $199,109-96.4% | $173,730-95.9% | $154,746-95.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.96% | 20.02%-13.1pp | 19.96%-13.0pp | 172.34%-165.4pp |
| Employer contribution / active EE | $1,941 | $5,311-63.5% | $4,577-57.6% | $4,379-55.7% |
| Participant deferral / active EE | $8,240 | $7,113+15.8% | $6,326+30.2% | $6,730+22.4% |
| Admin fee / account holder | $12,917 | $20,916-38.2% | $17,523-26.3% | $14,365-10.1% |