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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 | $15,740 | $209,336-92.5% | $197,124-92.0% | $137,256-88.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.14% | 48.09%-37.0pp | 44.34%-33.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,871 | $6,591-71.6% | $6,227-70.0% | $4,156-55.0% |
| Participant deferral / active EE | $2,983 | $9,614-69.0% | $9,135-67.3% | $6,407-53.4% |
| Admin fee / account holder | $3,449 | $17,308-80.1% | $16,298-78.8% | $12,270-71.9% |