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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 | $17,173 | $162,136-89.4% | $152,301-88.7% | $154,746-88.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 6.94% | 91.02%-84.1pp | 80.50%-73.6pp | 172.34%-165.4pp |
| Employer contribution / active EE | $7,957 | $4,890+62.7% | $4,624+72.1% | $4,379+81.7% |
| Participant deferral / active EE | $12,703 | $8,341+52.3% | $8,004+58.7% | $6,730+88.7% |
| Admin fee / account holder | $37,722 | $15,759+139.4% | $14,398+162.0% | $14,365+162.6% |