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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 | $23,916 | $201,344-88.1% | $184,243-87.0% | $145,877-83.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.51% | 29.01%-20.5pp | 28.82%-20.3pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,775 | $7,022-74.7% | $6,427-72.4% | $4,663-61.9% |
| Participant deferral / active EE | $6,779 | $9,807-30.9% | $9,132-25.8% | $6,691+1.3% |
| Admin fee / account holder | $12,048 | $16,382-26.5% | $13,914-13.4% | $13,402-10.1% |