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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 | $162,136-93.4% | $152,301-93.0% | $154,746-93.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.73% | 91.02%-83.3pp | 80.50%-72.8pp | 172.34%-164.6pp |
| Employer contribution / active EE | $4,047 | $4,890-17.2% | $4,624-12.5% | $4,379-7.6% |
| Participant deferral / active EE | $7,827 | $8,341-6.2% | $8,004-2.2% | $6,730+16.3% |
| Admin fee / account holder | $8,172 | $15,759-48.1% | $14,398-43.2% | $14,365-43.1% |