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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 | $136,860-92.6% | $120,344-91.5% | $154,746-93.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 6.46% | 21.38%-14.9pp | 20.30%-13.8pp | 172.34%-165.9pp |
| Employer contribution / active EE | $7,087 | $3,533+100.6% | $3,020+134.7% | $4,379+61.8% |
| Participant deferral / active EE | $7,964 | $5,793+37.5% | $5,135+55.1% | $6,730+18.3% |
| Admin fee / account holder | $27,331 | $15,393+77.6% | $12,742+114.5% | $14,365+90.3% |