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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 | $209,336-95.6% | $197,124-95.4% | $137,256-93.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.15% | 48.09%-38.9pp | 44.34%-35.2pp | 220.34%-211.2pp |
| Employer contribution / active EE | $2,527 | $6,591-61.7% | $6,227-59.4% | $4,156-39.2% |
| Participant deferral / active EE | $7,549 | $9,614-21.5% | $9,135-17.4% | $6,407+17.8% |
| Admin fee / account holder | $11,061 | $17,308-36.1% | $16,298-32.1% | $12,270-9.9% |