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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 | $14,375 | $162,136-91.1% | $152,301-90.6% | $154,746-90.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.95% | 91.02%-80.1pp | 80.50%-69.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $2,178 | $4,890-55.5% | $4,624-52.9% | $4,379-50.3% |
| Participant deferral / active EE | $5,300 | $8,341-36.5% | $8,004-33.8% | $6,730-21.2% |
| Admin fee / account holder | $2,736 | $15,759-82.6% | $14,398-81.0% | $14,365-81.0% |