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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 | $16,379 | $162,136-89.9% | $152,301-89.2% | $154,746-89.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.16% | 91.02%-80.9pp | 80.50%-70.3pp | 172.34%-162.2pp |
| Employer contribution / active EE | $3,073 | $4,890-37.2% | $4,624-33.5% | $4,379-29.8% |
| Participant deferral / active EE | $3,073 | $8,341-63.2% | $8,004-61.6% | $6,730-54.3% |
| Admin fee / account holder | $9,287 | $15,759-41.1% | $14,398-35.5% | $14,365-35.3% |