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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 | $13,406 | $178,174-92.5% | $156,181-91.4% | $137,256-90.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.84% | 84.19%-74.3pp | 64.87%-55.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,305 | $4,972-73.8% | $4,294-69.6% | $4,156-68.6% |
| Participant deferral / active EE | $3,859 | $6,888-44.0% | $6,132-37.1% | $6,407-39.8% |
| Admin fee / account holder | $341 | $17,404-98.0% | $14,586-97.7% | $12,270-97.2% |