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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 | $9,963 | $134,817-92.6% | $123,973-92.0% | $155,188-93.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 6.79% | 515.49%-508.7pp | 388.13%-381.3pp | 148.84%-142.0pp |
| Employer contribution / active EE | $3,911 | $4,425-11.6% | $4,126-5.2% | $4,248-7.9% |
| Participant deferral / active EE | $8,160 | $5,706+43.0% | $5,247+55.5% | $6,531+24.9% |
| Admin fee / account holder | $18,373 | $13,245+38.7% | $11,799+55.7% | $14,480+26.9% |