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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 | $12,442 | $139,948-91.1% | $121,663-89.8% | $154,746-92.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 7.14% | 230.52%-223.4pp | 147.54%-140.4pp | 172.34%-165.2pp |
| Employer contribution / active EE | $2,061 | $3,521-41.5% | $3,020-31.7% | $4,379-52.9% |
| Participant deferral / active EE | $4,151 | $5,629-26.3% | $4,887-15.1% | $6,730-38.3% |
| Admin fee / account holder | $22,841 | $17,321+31.9% | $14,289+59.8% | $14,365+59.0% |