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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 | $11,672 | $107,666-89.2% | $102,184-88.6% | $154,746-92.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 10.69% | 29.33%-18.6pp | 31.58%-20.9pp | 172.34%-161.6pp |
| Employer contribution / active EE | $11,308 | $3,846+194.0% | $3,594+214.7% | $4,379+158.2% |
| Participant deferral / active EE | $17,869 | $8,719+104.9% | $8,309+115.1% | $6,730+165.5% |
| Admin fee / account holder | $133,683 | $12,943+932.8% | $11,609+1051.6% | $14,365+830.6% |