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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 | $13,171 | $162,967-91.9% | $135,792-90.3% | $138,895-90.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 6.89% | 30.08%-23.2pp | 25.96%-19.1pp | 145.39%-138.5pp |
| Employer contribution / active EE | $5,453 | $4,211+29.5% | $3,496+56.0% | $4,194+30.0% |
| Participant deferral / active EE | $2,896 | $5,640-48.7% | $4,759-39.2% | $6,396-54.7% |
| Admin fee / account holder | $449 | $15,306-97.1% | $12,266-96.3% | $12,562-96.4% |