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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 | $32,160 | $275,752-88.3% | $256,809-87.5% | $198,609-83.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 3.95% | 34.81%-30.9pp | 32.73%-28.8pp | 202.70%-198.7pp |
| Employer contribution / active EE | $6,667 | $7,721-13.7% | $7,263-8.2% | $5,055+31.9% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $322 | $25,716-98.7% | $25,146-98.7% | $19,030-98.3% |