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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 | $10,189 | $124,425-91.8% | $112,040-90.9% | $137,256-92.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.46% | 24.72%-18.3pp | 24.52%-18.1pp | 220.34%-213.9pp |
| Employer contribution / active EE | $7,087 | $3,411+107.7% | $2,954+139.9% | $4,156+70.5% |
| Participant deferral / active EE | $7,964 | $5,718+39.3% | $5,098+56.2% | $6,407+24.3% |
| Admin fee / account holder | $27,331 | $15,207+79.7% | $12,098+125.9% | $12,270+122.7% |