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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 | $23,811 | $199,109-88.0% | $173,730-86.3% | $154,746-84.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 8.64% | 20.02%-11.4pp | 19.96%-11.3pp | 172.34%-163.7pp |
| Employer contribution / active EE | $7,324 | $5,311+37.9% | $4,577+60.0% | $4,379+67.2% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,503 | $20,916-92.8% | $17,523-91.4% | $14,365-89.5% |