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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 | $11,481 | $155,555-92.6% | $146,866-92.2% | $155,188-92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.59% | 115.41%-107.8pp | 102.85%-95.3pp | 148.84%-141.3pp |
| Employer contribution / active EE | $2,020 | $4,647-56.5% | $4,425-54.3% | $4,248-52.4% |
| Participant deferral / active EE | $3,858 | $8,044-52.0% | $7,759-50.3% | $6,531-40.9% |
| Admin fee / account holder | $11,101 | $14,755-24.8% | $13,620-18.5% | $14,480-23.3% |