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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 | $9,108 | $223,823-95.9% | $211,142-95.7% | $154,746-94.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.15% | 50.39%-41.2pp | 46.84%-37.7pp | 172.34%-163.2pp |
| Employer contribution / active EE | $2,527 | $6,787-62.8% | $6,442-60.8% | $4,379-42.3% |
| Participant deferral / active EE | $7,549 | $9,750-22.6% | $9,284-18.7% | $6,730+12.2% |
| Admin fee / account holder | $11,061 | $19,707-43.9% | $19,076-42.0% | $14,365-23.0% |