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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 | $162,136-96.0% | $152,301-95.8% | $154,746-95.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.08% | 91.02%-81.9pp | 80.50%-71.4pp | 172.34%-163.3pp |
| Employer contribution / active EE | $11,027 | $4,890+125.5% | $4,624+138.4% | $4,379+151.8% |
| Participant deferral / active EE | $30,729 | $8,341+268.4% | $8,004+283.9% | $6,730+356.6% |
| Admin fee / account holder | $45,558 | $15,759+189.1% | $14,398+216.4% | $14,365+217.1% |