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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 | $27,531 | $177,156-84.5% | $147,027-81.3% | $154,746-82.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 7.15% | 21.94%-14.8pp | 20.23%-13.1pp | 172.34%-165.2pp |
| Employer contribution / active EE | $4,397 | $4,336+1.4% | $3,626+21.3% | $4,379+0.4% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $25,905 | $14,904+73.8% | $12,223+111.9% | $14,365+80.3% |