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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 | $14,555 | $162,136-91.0% | $152,301-90.4% | $154,746-90.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.18% | 91.02%-80.8pp | 80.50%-70.3pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,581 | $4,890-47.2% | $4,624-44.2% | $4,379-41.1% |
| Participant deferral / active EE | $4,181 | $8,341-49.9% | $8,004-47.8% | $6,730-37.9% |
| Admin fee / account holder | $12,888 | $15,759-18.2% | $14,398-10.5% | $14,365-10.3% |