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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 | $12,692 | $156,398-91.9% | $147,318-91.4% | $138,895-90.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.97% | 78.75%-74.8pp | 70.43%-66.5pp | 145.39%-141.4pp |
| Employer contribution / active EE | $24,664 | $4,853+408.2% | $4,593+437.0% | $4,194+488.0% |
| Participant deferral / active EE | $7,331 | $8,237-11.0% | $7,906-7.3% | $6,396+14.6% |
| Admin fee / account holder | $91,213 | $14,976+509.1% | $13,708+565.4% | $12,562+626.1% |