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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 | $10,854 | $174,379-93.8% | $152,093-92.9% | $138,895-92.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.47% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $1,493 | $4,652-67.9% | $4,175-64.2% | $4,194-64.4% |
| Participant deferral / active EE | $2,499 | $6,159-59.4% | $5,451-54.2% | $6,396-60.9% |
| Admin fee / account holder | $513 | $16,880-97.0% | $14,497-96.5% | $12,562-95.9% |