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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 | $13,168 | $154,228-91.5% | $145,433-90.9% | $137,256-90.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.42% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,190 | $4,804-54.4% | $4,554-51.9% | $4,156-47.3% |
| Participant deferral / active EE | $3,075 | $8,216-62.6% | $7,897-61.1% | $6,407-52.0% |
| Admin fee / account holder | $4,728 | $14,344-67.0% | $13,129-64.0% | $12,270-61.5% |