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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 | $12,348 | $185,312-93.3% | $161,489-92.4% | $154,746-92.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.56% | 103.84%-95.3pp | 89.72%-81.2pp | 172.34%-163.8pp |
| Employer contribution / active EE | $2,726 | $4,769-42.8% | $4,268-36.1% | $4,379-37.8% |
| Participant deferral / active EE | $3,483 | $6,350-45.2% | $5,630-38.1% | $6,730-48.3% |
| Admin fee / account holder | $3,442 | $18,654-81.6% | $16,006-78.5% | $14,365-76.0% |