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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 | $6,445 | $154,228-95.8% | $145,433-95.6% | $137,256-95.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.08% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $11,027 | $4,804+129.5% | $4,554+142.1% | $4,156+165.3% |
| Participant deferral / active EE | $30,729 | $8,216+274.0% | $7,897+289.1% | $6,407+379.6% |
| Admin fee / account holder | $45,558 | $14,344+217.6% | $13,129+247.0% | $12,270+271.3% |