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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 | $10,695 | $162,136-93.4% | $152,301-93.0% | $154,746-93.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.40% | 91.02%-87.6pp | 80.50%-77.1pp | 172.34%-168.9pp |
| Employer contribution / active EE | $1,490 | $4,890-69.5% | $4,624-67.8% | $4,379-66.0% |
| Participant deferral / active EE | $7,603 | $8,341-8.8% | $8,004-5.0% | $6,730+13.0% |
| Admin fee / account holder | $20,053 | $15,759+27.2% | $14,398+39.3% | $14,365+39.6% |