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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 | $11,465 | $154,228-92.6% | $145,433-92.1% | $137,256-91.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.99% | 74.59%-68.6pp | 66.58%-60.6pp | 220.34%-214.3pp |
| Employer contribution / active EE | $1,659 | $4,804-65.5% | $4,554-63.6% | $4,156-60.1% |
| Participant deferral / active EE | $4,672 | $8,216-43.1% | $7,897-40.8% | $6,407-27.1% |
| Admin fee / account holder | $2,940 | $14,344-79.5% | $13,129-77.6% | $12,270-76.0% |