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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 | $15,160 | $162,136-90.7% | $152,301-90.0% | $154,746-90.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.12% | 91.02%-79.9pp | 80.50%-69.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,875 | $4,890-41.2% | $4,624-37.8% | $4,379-34.3% |
| Participant deferral / active EE | $6,128 | $8,341-26.5% | $8,004-23.4% | $6,730-8.9% |
| Admin fee / account holder | $710 | $15,759-95.5% | $14,398-95.1% | $14,365-95.1% |