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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 | $13,353 | $201,372-93.4% | $184,260-92.8% | $145,884-90.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.97% | 29.04%-22.1pp | 28.84%-21.9pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,603 | $7,024-77.2% | $6,427-75.1% | $4,662-65.6% |
| Participant deferral / active EE | $5,185 | $9,808-47.1% | $9,133-43.2% | $6,690-22.5% |
| Admin fee / account holder | $6,108 | $16,362-62.7% | $13,898-56.1% | $13,392-54.4% |