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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 | $10,633 | $154,228-93.1% | $145,433-92.7% | $137,256-92.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.73% | 74.59%-66.9pp | 66.58%-58.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $4,047 | $4,804-15.8% | $4,554-11.1% | $4,156-2.6% |
| Participant deferral / active EE | $7,827 | $8,216-4.7% | $7,897-0.9% | $6,407+22.2% |
| Admin fee / account holder | $8,172 | $14,344-43.0% | $13,129-37.8% | $12,270-33.4% |